Financial Planning Analyst

Philadelphia, PA

We are currently representing a Financial Planning Analyst opportunity with a top wealth and advisory firm in Philadelphia.




  • Position is with a leading wealth and advisory firm providing consultative services for billions of dollars in investment assets
  • Will have a variety of responsibilities to include financial planning, investment planning, tax planning, investment review, and statement of assets preparation
  • Highly visible position working closely with department heads throughout the organization




  • Bachelor’s Degree in Finance, Accounting, Economics or Mathematics
  • 0-3 years of experience, recent graduates must have strong GPAs and internship experience
  • Desire to work towards CPA, CFA, or CFP certification
  • Strong communication and analytical skills







Note: Qualified candidates will be contacted within 2 business days of the application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/29/2021
Salary $46,000 - $65,000 + bonus

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