Senior Financial Planning & Analysis Manager
Are you a financial professional with a passion for strategy, analysis, and helping clients achieve their goals? We are seeking a S enio r Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced, client-focused environment.
What You’ll Do:
✅ Assess client needs and create tailored financial plans
✅ Prepare in-depth financial reports using leading tools
✅ Conduct trades and recommend investment products/services aligned with client objectives, risk, and resources
✅ Apply advanced financial concepts—present & future value, annuities, IRR, and more—to real-world planning
✅ Provide expert analysis in capital gains, Roth conversions, and retirement planning
✅ Prepare and review client financial content and conduct regular check-ins
What We’re Looking For:
- Series 11, Series 7 & 66, or 63 license required
- Strong financial planning expertise with analytical depth
- Excellent interpersonal and communication skills
- Proactive, organized, and detail-oriented mindset
- Commitment to delivering outstanding client service
- Competitive compensation
- Opportunity to grow with a dynamic, expanding firm
- Collaborative, client-first culture
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