Financial Planning Analyst - Meyer Capital

Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Financial Planning Analyst to analyze client data and assist in preparing financial plans, while also participating in client service and operational tasks.ResponsibilitiesAnalyze and consolidate client data to help prepare financial plansConduct data gathering meeting with clientsHelp with other financial planning client service, research, and operational tasksReview Financial Planning software analytics to determine additional client touchpointsHelp draft planning emails to reach out to clientsParticipate in Portfolio Strategy Group meetings to increase investment planning knowledgeSkills1 or more years of experience in the Financial Services industryExcellent organizational skills with the ability to prioritizeAble to work independently and in a team environmentStrong verbal and written communication skillsStrong interpersonal skills with the ability to build relationshipsComfortable working with internal team and clientsHistory of providing quality customer service to external and internal clientsComfortable in a fast-paced work environment with the ability to adaptExperience with Microsoft Office applicationsBasic Investment, Income Tax, and Personal Financial Planning KnowledgeBachelor's degree in Financial Planning, Finance, Accounting, or EconomicsCoursework obtained or in the process to be eligible for CFP® trackExperience with Envestnet MoneyGuidePro, Holistiplan, Tamarac Reporting, and Salesforce, Zock's, and Co-pilotBenefitsMedical, dental, and vision insurance401k planPaid parental leaveHybrid Work EnvironmentOpportunity for career track growth within Meyer Capital's Financial Planning DepartmentOpportunity to increase knowledge and experience in personal financial planning from an experienced Certified Financial Planner and other Investment Management ProfessionalsOpportunity to Pursue the CFP® designationCompany OverviewHightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/.