Financial Planning Analyst

Responsibilities

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios
• Gather and organize client financial data to support planning analysis
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security analysis tools) to run reports and generate projections under the guidance of planners
• Support Financial Planners by preparing planning deliverables and organizing plan outputs
• Review financial plan materials for completeness, formatting, and data accuracy
• Conduct research on financial planning, retirement, and tax-related topics and summarize findings for the planning team
• Assist in preparing client-facing presentations and internal planning resources
• Collaborate with members of the Advanced Planning team and other groups within Wealth Solutions on assigned projects
• Participate in team meetings and planning discussions to gain exposure to the financial planning process
• Maintain organization of planning materials and assist with documentation and workflow tracking
• Other duties as assigned
• Knowledge, Skills, Abilities:
• Strong analytical and problem-solving skills
• High attention to detail and strong organizational skills
• Ability to learn financial planning concepts and tools quickly
• Clear written and verbal communication skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with financial planning tools such as eMoney, MoneyGuide, or similar software is a plus
• Ability to work collaboratively in a team environment while managing multiple tasks
• Professional mindset with a strong commitment to learning and ethical financial planning practices
• Education & Experience:
• Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field required or equivalent experience
• 0-2 years of experience in financial planning, wealth management, accounting, or financial services
• Pursuing CFP® certification preferred
• Internship or coursework related to financial planning, investments, or tax concepts preferred
• Compensation: The Base Salary range for this position is between $80,000-$90,000.
• Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
• #LI-CR1
• #LI-hybrid
• Who We Are & What We Offer:
• Our Mission
• Our Values
• Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
• We believe in:
• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solu

Additional Information

Job Description: The Job / What You'll Do: The Advanced Planning Team is a centralized group of financial planners supporting advisors and their clients with financial planning analysis and insights. As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research. This role is designed for early-career professionals who want to build foundational experience in financial planning while working closely with Senior Financial Planners. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

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