<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>

<p><strong>Qualifications:</strong></p><ul><li>Some experience in financial planning or a related field. (internships count) </li><li>Progress towards or completion of CFP®, CFA, or similar designation preferred.</li><li>Bachelor’s degree (or higher) in financial planning, accounting, finance, economics, or a related discipline from an accredited institution.</li><li>High interest in investment advisory and wealth management services.</li><li>Exceptional written and verbal communication skills.</li><li>Proficiency in Microsoft Excel, Word, PowerPoint, and basic familiarity with financial tools (e.g., Tamarac, eMoney, Zephyr, Portfolio Center preferred but not mandatory).</li><li>Self-motivated, detail-oriented, and reliable with excellent organizational skills.</li><li>Ability to manage priorities and meet deadlines in a fast-paced environment.</li></ul><p><br></p>

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