Financial Planning Analyst

  • Location: Philadelphia, PA, Pennsylvania
  • Type: Perm (Contingency)
  • Job #33315
  • Salary: $57,500.00

New grads! We are hiring ASAP for Financial Planning Analyst roles in Philadelphia, PA. This is a great opportunity to jump-start your financial career as part of an established wealth management firm with an extensive client base. Responsibilities of this role include but are not limited to daily account reporting and administration, investment proposal preparation, performance review preparation, custodian related paperwork management, and other deliverable  preparation. If you’re excited about a career in investment advisory, this is the role for you!


  • Compile monthly and quarterly reports on portfolio performance
  • Monitor and update client asset allocations
  • Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Preparation and/or review of select client income tax returns (Forms 1040, etc).
  • Support the Partners and their team by providing operational functions such as:
    • Money movement (i.e. wire and journals)
    • Account creation and maintenance
    • Ad hoc project management
    • Portfolio performance updates
    • CRM database management


  • Bachelor’ Degree; major in financial planning, business, accounting, finance, or economics preferred
  • Completed or pursuing CFP®, CFA or similar designation
  • Strong interest in investment advisory and general financial planning services
  • Excellent computer skills, including Excel, Word, Power Point and Lotus Notes.
  • Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary

Note: Qualified candidates will be contacted within 2 business days of 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.


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Job ID: 33315