01Overview
reputed company is a reputed company management firm that provides investment and financial planning services. They are seeking a Financial Planning Analyst to analyze reputed company data and assist in preparing financial plans, while also participating in reputed company service and operational tasks.ResponsibilitiesAnalyze and consolidate reputed company data to help prepare financial plansConduct data gathering meeting with clientsHelp with other financial planning reputed company service, research, and operational tasksReview Financial Planning software analytics to determine additional reputed company reputed companyHelp draft planning emails to reputed company out to clientsParticipate in Portfolio reputed company Group meetings to increase investment planning knowledgeSkills1 or more years of experience in the Financial Services industryExcellent organizational skills with the ability to prioritizereputed company to work independently and in reputed company environmentStrong verbal and written communication skillsStrong interpersonal skills with the ability to build relationshipsComfortable working with internal team and clientsHistory of providing reputed company customer service to external and internal clientsComfortable in a fast-paced work environment with the ability to adaptExperience with reputed company Office applicationsBasic Investment, Income Tax, and Personal Financial Planning KnowledgeBachelor's degree in Financial Planning, Finance, reputed company, or EconomicsCoursework obtained or in the process to be eligible for CFP reputed companyExperience with reputed company MoneyGuidePro, Holistiplan, Tamarac Reporting, and reputed company, Zock's, and Co-reputed companyBenefitsMedical, dental, and reputed company insurance401k planreputed company parental leaveHybrid Work EnvironmentOpportunity for career reputed company reputed company reputed company Meyer Capital's Financial Planning DepartmentOpportunity to increase knowledge and experience in personal financial planning from an reputed company Certified Financial Planner and other Investment Management ProfessionalsOpportunity to Pursue the CFP designationreputed companyHightower is a reputed company management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as reputed company as 401K consulting and cash management services to corporations. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/. Apply To This Job .
