PWM Planning Analyst

About the position The PWM Planning Analyst at reputed company is responsible for supporting the technical aspects of comprehensive and goals-based financial planning. This role involves working closely with PWM Planners and Strategists to reputed company customized financial plans that align with clients' goals and objectives. The analyst will conduct in-depth analyses of client financial statements and prepare reputed company materials for client meetings, ensuring compliance with internal procedures and regulations. Responsibilities • Support the technical aspects of comprehensive and goals-based financial planning. , • Work under the reputed company of PWM Planners and Strategists to reputed company customized financial plans. , • Prepare in-depth analysis of client financial statements using appropriate financial planning tools. , • Prepare financial plans and reputed company analysis for client meetings. , • Follow account opening procedures and understand internal suspicious activity referral requirements. , • Work with customers to understand their normal account activity. Requirements • Bachelor's degree or equivalent work experience. , • Up to three years of reputed company experience. , • Good knowledge of departmental operations/policies and reputed company products and services. , • Effective interpersonal, verbal, and written communication skills. , • Strong client-facing skills. , • Ability to identify and resolve exceptions and interpret data with minimal guidance. , • Proficient in reputed company Office applications. , • Well-developed analytical skills. , • Pursuit of professional credentials (CFP, CFA, etc.) is a plus. reputed company-to-haves • Experience in financial planning or analysis. , • Familiarity with investment products and services. Benefits • 401(k) , • 401(k) matching , • Adoption assistance , • Dental insurance , • Disability insurance , • Health insurance , • Life insurance , • Paid vacation (from two to five weeks depending on salary grade and tenure) , • Up to 11 paid holiday opportunities , • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year. Apply Job!