We are looking to expand our team with a Financial Planning Analyst specializing in tax, investment, and estate planning.
Essential Job Functions include:
- Processing financial plans
- Working as a team with other analysts
- Supervising and tracking new client onboarding
- Tracking and processing estate and divorce settlement of accounts
- Developing tax (personal 1040) projections
- Reviewing and outlining estate planning documents
- Preparing detailed retirement income projections, net worth and cash flow statement analyses
- Providing account research and special project assistance
- Ability to review and understand account statements that cover multiple product lines
Specific Experience, Knowledge, and Skills Required:
- CFP® designation, or equivalent experience preferred
- Minimum 5 years’ work experience in a wealth management or financial planning role
- Strong sense of ownership, ability to prioritize, and work quickly and accurately
- Excellent verbal, written, analytical, and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Bachelor’s degree required
- Series 7, 66/63 and insurance licenses a plus
- Financial planning software experience required (Naviplan preferred)
Starting compensation of $100,000+ but will be commensurate with experience and qualifications.
Benefits: We offer competitive pay and opportunity for growth. Company benefits include medical, dental, vision, disability and life insurance, paid parking, generous PTO and 401(k) plan with matching, monthly chair massages by a certified massage therapist, Tuesday breakfasts, and Friday lunches. We also offer a car allowance and travel allowance benefit.
Our Products and Services: Personal financial planning for retirement, investments, wealth preservation strategies, tax management strategies, small businesses, and education funding.
For consideration, please send resumes to April Thomson @ april.thomson@ampf.com.