Our fiduciary fee-only firm is growing, and we're looking for a Financial Planning Analyst. The analyst will:
Work in a collaborative team environment on a single book of business
Uphold the highest fiduciary and ethical standards
Present information in an engaging, organized fashion
Assimilate and present client data to colleagues well in advance of client meetings
Research special topics such as investment analysis, small business retirement options, tax strategies, new technologies, etc.
Own and manage follow up actions for clients
Enter and update key data into software (tax planning, financial planning, CRM)
Help create checklists to systematize work processes
Be encouraged to develop personal financial skills and specialties
Why join Clear Perspectives:
Your work makes a clear and positive difference to fellow families and individuals
Be part of a team of intelligent and principled professionals
Supportive environment for building financial skills and specialties
Flex time available
Up to $5k annual tuition assistance for career-related education, such as CFP® class
Long-term and short-term disability insurance coverage
Life insurance coverage
Robust 401(k) with Roth option and 3% employer contribution
Ability to study for and pass the Series 65 exam for investment professionals
Interest in the CFP® career path
Strong familiarity with Microsoft Office programs, including Excel, PowerPoint, and Word
Ability to quickly learn new software as needed, including our core programs: TDAmeritrade Institutional (investments), Redtail CRM (client relationship management database), Envestnet | Tamarac AdvisorView (portfolio management), Morningstar Office (portfolio management), MoneyGuidePro (financial planning), basic tax planning software
Ability to get along with a diverse group of employees and clients.
Additional Salary Information: Quarterly and annual bonuses as well as salary
About Clear Perspectives Financial Planning
Clear Perspectives is a boutique fee-only, fiduciary financial planning and investment management firm that is growing and needs new talent. We are looking for people who are interested in providing extraordinary service to our clients, including investment research and financial plans.
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