Financial Planning Analyst (Delafield)

Position Summary – DO NOT APPLY UNLESS YOU CURRENTLY RESIDE IN WISCONSIN

The Financial Planning Analyst plays a key role in supporting the team Advisor by preparing comprehensive financial planning analyses, investment reviews, and client meeting materials. This position is responsible for analyzing client financial data, developing planning recommendations, preparing reports and illustrations, and helping ensure a consistent, high-quality planning experience for every client.

The ideal candidate is analytical, detail-oriented, organized, and passionate about helping clients achieve their financial goals through comprehensive wealth management planning.

Primary Responsibilities

Financial Planning & Analysis

• Prepare and maintain comprehensive financial plans utilizing Px and Holistiplan software.
• Generate retirement, insurance, tax, estate, education, and cash flow planning analyses.
• Develop client Wealth Blueprints and planning recommendations.
• Prepare insurance illustrations and planning projections.
• Analyze client net worth statements, cash flow reports, and financial planning data.
• Conduct tax efficiency and investment efficiency analyses.
• Evaluate asset allocation strategies and provide recommendations aligned with client objectives.
• Assist with retirement income and distribution planning analyses.
• Create planning observations and recommendations for advisor review.

Meeting & Review Preparation

• Prepare client review agendas and meeting materials.
• Generate performance and investment reports.
• Develop case observations, planning summaries, and action-item recommendations.
• Assist advisors in preparing for annual and periodic client reviews.
• Coordinate planning deliverables and follow-up activities resulting from client meetings.

Investment & Operations Support

• Conduct portfolio allocation and diversification analyses.
• Review investment performance and identify planning opportunities.
• Prepare SPU reports and investment planning summaries.
• Support account servicing and client implementation needs as directed by Advisors.
• Collaborate with internal operations teams to ensure efficient execution of planning recommendations.

Client & Team Support

• Effectively track and manage planning projects from initiation through completion.
• Work closely with Advisors, Client Service Associates, and Operations team members to deliver exceptional client service.
• Participate in team initiatives, process improvements, and special projects.

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, Financial Planning, or related field, or equivalent industry experience.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Strong organization and time-management abilities with the capacity to manage multiple priorities and deadlines.
• Exceptional attention to detail and accuracy.
• Ability to work independently while collaborating effectively within a team environment.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Familiarity with financial planning software and technology platforms.
• 2 or more years of financial planning, wealth management, or investment analysis experience.
• CFP® certification or progress toward CFP® designation.
• Series 7 and Series 63 licenses.
• Life, Accident & Health Insurance licenses.

Tagged as: Excel, Financial Modeling