What are the responsibilities and job description for the Associate Financial Analyst/Advisor position at Truity Partners?
Our client is an organization in the Milwaukee area looking for a Financial Analyst. Our client is looking for someone with 2 years of experience, strong interpersonal skills and highly organized.
The salary range for this role is $70k-120k.
The Financial Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Support the construction and ongoing management of strategic investment portfolios, including asset allocation and rebalancing.
- Monitor investment portfolio performance and prepare clear, insightful analyses and reports.
- Develop long-term cash flow projections and comprehensive financial plans tailored to client goals.
- Provide income tax analysis and planning support, particularly as it relates to investment strategies.
- Assist with retirement planning and education funding strategies.
- Review life insurance coverage and assess adequacy in alignment with broader financial plans.
- Support estate planning and wealth transfer strategies in coordination with internal teams and external advisors.
- Assist with charitable planning strategies to help clients achieve philanthropic goals in a tax-efficient manner.
The Financial Analyst will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in accounting or closely related field
- 2 years of finance experience
- CPA preferred
- Strong interpersonal skills
- Strong analytical skills
- Well organized and detail oriented
- Excellent written and verbal communication skills
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program
Salary : $70,000 - $120,000