Senior Insight Analyst at Yodeck turning complex data into strategic business insights. Collaborating with teams across Marketing, Revenue, and Customer Success in a fast - growing SaaS environment.
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
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