Financial Planning Analyst

Deerfieldonsitemid$68K – $120K

Posted yesterday · via Workday

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About this role

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.…

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reqspace match rubric

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Skills match

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Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

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Recency

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Location fit

This role is based in Deerfield. We weight your proximity and willingness to relocate.

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