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Financial Planning Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Albany

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth.

Job Responsibility:

  • preparing reports, projections and recommendations for financial planning
  • retirement planning
  • taxes
  • estate flowcharts
  • some investment management duties
  • working directly with clients
  • various other duties typical of a financial planner

Requirements:

  • BA in business or related field
  • minimum of 3+ years of experience in public accounting or financial planning field
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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