Assistant Vice President Financial Planning Analyst

• Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
• Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
• Analyze financial plans to provide recommendations to meet client specific goals and objectives
• Involved in all aspects of the financial planning business and processes from client meetings to business reporting
• Ad hoc reporting and analyses
• Maintain groups internal informational databases and pipeline
• Directly contributes to client analytics and proposals
• Explores and develops new business opportunities
• Appropriately assess risk when business decisions are made

• 2-5 years relevant experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan - Select or similar financial planning software preferred
• Basic understanding of investment and financial planning strategies
• Must be a self-starter, problem solver and a goal-oriented team player
• FINRA Series 7, 63 and 65, or 66
• High level of personal integrity, commitment to excellence, and a strong desire to learn
• Sense of urgency and ability to execute quickly and efficiently
• Upholds a strong significance to business ethics
• Bachelor's/University degree or equivalent experience

Experience using NaviPlan - Select or similar financial planning software

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards