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Financial Planning Analyst

Posted By:
Donald Plowman
Posting ID:
Lehigh Valley
 financial   planning   analyst 
Category:Accounting / Finance
Listing Type:Job

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Financial planning firm looking for a Financial Planning Analyst who would be responsible for the creation and maintenance of the Comprehensive Financial Plans for the firmís clients.

This is a salaried position.

Responsibilities & Activities:

Conduct Annual Review meetings
Research products
Produce various illustrations (e.g., insurance, annuities, financial plans)
Perform other tasks as directed by our firmís Wealth Advisors
Generate Financial Plans

Knowledge, Skills & Abilities:

Extreme attention to detail
Excellent interpersonal skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
An ability to handle multiple tasks and handle stress


FINRA Series 7, 63, 65
CFP or ChFC Certification (or in the process of attaining one of these designations)

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