Financial Planning Analyst

OVERALL FUNCTION

This position has responsibility for the creation and updates of PX documents, planning tools and other documents needed for service advisors. This position will also help with other tasks associated with preparation and follow-up for client/service advisor meetings.

DUTIES & RESPONSBILITES

• Exceed client expectations by working to provide accurate, detailed, and comprehensive information to service advisors and other team members.
• Prepare client reports for meetings.
• Maintain Client Files
• Translate raw data and information into professional reports and documents.
• Support the development of comprehensive financial plans for clients using proprietary software.
• Review household records for discrepancies or items requiring attention.
• Organize both current and archival reports and other client meetings documents.
• Update meeting agendas & relevant talking points.
• Work alongside advisor for any other case preparation needed.
• Stay informed and up to date on financial planning subjects like IRS contribution limits, govt regulations, etc.
• Take on new work or projects to learn, grow and expand areas of expertise.
• Make proactive recommendations to improve process or deliverables to clients.
• Present a positive and professional image of Next Phase Advisory Group

SKILLS/QUALIFICATIONS

Required

• 1-3 years of experience working in an office/professional work environment
• Strong critical thinking, organization, and time management skills
• Comfort and confidence in learning new software. Keen eye for detail and data analysis
• Timely follow up and sense of priority
• Strong analytical, problem solving, written and verbal communication skills.
• Strong attention to detail, accuracy, and reliability
• Ability to adapt to change and thrive in a fast-paced environment.
• Familiarity with Microsoft applications and data entry and information retrieval software
• Excellent oral and written communication skills
• Serve as a high functioning member of a team, able to work well in a team environment.
• Confidence to work independently.
• Aptness to take initiative and ask probing questions. Ability to maintain confidentiality.
• Capacity to manage multiple diverse projects and assignments in a prompt and high-quality manner.

Preferred

• Previous experience working in finance or related field highly desired but not required.
• Ability to assess financial situations and analyze portfolios.
• Willingness to obtain certifications and continue professional development:
• Life and Heath license preferred or willingness to obtain.
• Series 6 and/or series 7 license or willingness to obtain.

Job Type

Full-time

Pay: $55,500.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Dental insurance
• Employee assistance program
• Flexible schedule
• Happy hour
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Work Location: Hybrid remote in Downers Grove, IL 60515