Virtual Financial Planning and Investment Analyst

Overview

This role supports advisors with financial planning preparation, investment analysis, and technical planning operations. The position also collaborates with internal teams and, when needed, outside professionals to help ensure client recommendations are accurate, well-documented, and implemented efficiently.

Responsibilities

Financial Planning, Investment Analysis, and Advisor Support

• Conduct financial planning and investment analysis to support personalized client recommendations
• Prepare advisors for client meetings through research, planning, and organization
• Assist with post-meeting analysis, strategy development, and implementation follow-through
• Research planning concepts, investment solutions, and product recommendations aligned with clients’ long-term objectives
• Contribute to ongoing evaluation of investment strategies, portfolio models, and planning opportunities

Planning Systems and Technical Operations

• Maintain accurate client information within financial planning and investment systems
• Ensure planning data, assumptions, and supporting documentation remain current and organized
• Prepare reports, illustrations, and other technical materials to support client meetings and recommendations
• Assist with technical workflows related to financial planning, investment management, and client implementation
• Help maintain the integrity and efficiency of planning processes and technology platforms

Cross-Functional Collaboration

• Partner with advisors, client service, and operations team members to support a seamless client experience, including direct client interaction when needed
• Collaborate with internal team members to ensure planning and investment recommendations are implemented accurately and efficiently
• Work alongside outside professionals, including CPAs, attorneys, and other specialists, as appropriate
• Provide analytical expertise as needed to support the organization’s ongoing success

Requirements

• Minimum 3 years in financial services industry
• Experience in financial planning, wealth management, investment analysis, paraplanning, or a related field
• Series 7 and/or Series 66 or equivalent
• Strong analytical and critical thinking skills
• Exceptional attention to detail and commitment to accuracy
• Intellectual curiosity and a desire to continually learn
• Ability to organize and prioritize multiple projects while maintaining a high level of quality
• Collaborative mindset and strong interpersonal skills
• Professional judgment, discretion, and integrity
• Excellent written and verbal communication skills

Preferred Qualifications

• Not specified

Compensation & Benefits

• Not specified

Location

• Not specified