Financial Planning Analyst, Robert Half

Financial Planning Analyst

Robert Half

Location:

United States, Philadelphia

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.

Job Responsibility:

Compile reports on portfolio performance on a regular basis
Monitor and update client asset allocations
Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Handle account creation and maintenance
Manage money movement including wire transfers and journals
Maintain and update the database regularly
Conduct ad hoc project management
Assist in portfolio performance updates
Provide operational functions to support the Partners and their team.

Requirements:

Possession of a minimum of one year of experience in financial planning or related roles
Proficiency in creating and managing annual financial plans
Demonstrated ability in conducting financial reconciliation
Prior experience in the financial services sector
Certification or relevant experience as a Personal Financial Specialist
Exceptional analytical skills and attention to detail
Strong communication and presentation skills
Proficiency in using financial software and Microsoft Office Suite
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, or related field is preferred
Strong ethical standards and integrity in handling financial data.

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan.

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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