Planning Analyst, Robert Half

Planning Analyst

Robert Half

Location:

United States, Cincinnati

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

We are currently seeking a Planning Analyst to join our team. This role is based in Cincinnati, Ohio, United States. As a Planning Analyst, you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for someone looking to make a substantial impact in the financial industry.

Job Responsibility:

Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other
Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations
Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients
Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients
Proactive collaboration with team members to maintain a positive, productive team environment

Requirements:

2 years’ experience in a financial planning role
Series 7 and 66 licenses
The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail
Strong analytical, organizational, and project management skills
Excellent communication skills and the ability to collaborate well on a team
Good command of Microsoft Office and comfort learning and using complex planning software
Bachelor's degree, or equivalent, with a Finance or Planning focus a plus
CFP designation a plus

Nice to have:

Bachelor's degree, or equivalent, with a Finance or Planning focus
CFP designation

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.