Business Information Analyst providing actionable insights on customer trends and competitive assessment in a financial services firm. Collaborating with teams to create business intelligence reporting and strategic recommendations.
About the role
- Wealth Planning Associate Analyst role analyzing financial documents for high-net-worth clients, supporting a client-facing team of financial professionals. Requires Bachelor's and 5 years of experience.
Responsibilities
- Analyzing financial documents and accurately assess and enter financial data into financial planning software.
- Analyzing clients' financial statuses to assist CFP® and attorney in building wealth plans.
- Analyzing existing risk management products (i.e. Insurance, Disability) and/or investment products a client may own.
- Creating insurance illustrations and/or investment proposals.
- Build and leverage relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations.
- Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction.
- Efficiently organize and manage casework, ensuring proactive communication with the analyst you are supporting.
- Participate in client meetings with the advisors.
- Staying current with the latest company products and strategies as well as staying informed of latest industry strategies/trends.
Requirements
- Bachelor’s degree, preferably in Business, Financial Planning, Finance, Economics or Accounting.
- Minimum of five years of financial planning experience; High-Net-Worth experience highly desired.
- CERTIFIED FINANCIAL PLANNER™ designation strongly preferred.
- Series 6 or 7 required or obtained within the first 180 days of hire.
- In-depth knowledge on life insurance products and advanced solutions preferred.
- State of residence insurance license required or obtained within first 180 days of hire.
- Proven experience in developing comprehensive financial plans and effectively presenting tailored recommendations to clients.
- Strong interpersonal skills and ability to effectively collaborate with colleagues, clients, and stakeholders from various backgrounds and with different communication styles.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Remote work options
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Reliability Analyst responsible for monitoring and improving electric distribution reliability. Collaborate and analyze performance metrics to enhance customer experience.
Associate Analyst serving as a subject matter expert in mutual fund operations at LPL Financial. Focused on allocating work and ensuring SLAs are met with quality processes.
Senior Analyst in Growth Analytics at LPL Financial translating data into insights that drive strategic decisions for financial advisors. Collaborate on custom analyses and develop analytical tools.
Workforce Planning Analyst at Uline developing workforce plans based on operational demands. Analyzing data to provide leadership with actionable insights to support company growth.
Data Adequacy Analyst at Cambia improving healthcare access through data - driven recommendations and network evaluations. Ensuring compliance with adequacy requirements for Medicare and health plans.
Commercial Products Analyst I assisting with Denver Health Medical Plan's maintenance, compliance, and reporting. Involving member experience support and marketing collaboration in a hybrid work environment.
Principal Business Resiliency Analyst at Fidelity focusing on IT control projects and resiliency. Leading audit evidence collection and supporting disaster recovery planning and testing.
Liaison between IT development and business units for healthcare project enhancements. Analyzing data and assessing business needs with clear documentation.
Claims Analyst supporting Voya Leave Management department, guiding claimants in Short Term Disability and FMLA. Ensuring compliance and high standard of service throughout the leave process.