Financial planning analyst Jobs in USA
Create a job alert for this search
Financial planning analyst • usa
Last updated: 12 hours ago
We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.
The role of the Financial Planning Analyst...Show moreLast updated: 6 days ago
The responsibility is to ensure financial reporting is complete, accurate and timely.The Financial Analyst will be responsible for providing analysis to allow the leadership team to make informed a...Show moreLast updated: 6 days ago
Job Summary : The Financial Analyst supports organizational performance by managing labor productivity reporting, medical group benchmarking, and financial analytics.
This role is responsible for pro...Show moreLast updated: 6 days ago
Financial Planning & Analysis Analyst.Important Company Update - Please Read Before Applying.On January 22, 2025, Aptiv announced its decision to separate its EDS division to form two separate inde...Show moreLast updated: 30+ days ago
A privately backed real estate investment and development platform with a growing national footprint is seeking an.The company partners with leading operators and developers across multiple asset c...Show moreLast updated: 12 days ago
Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis.
As key members of the service team, the Financial Planning Analyst pos...Show moreLast updated: 2 days ago
Hunt Energy Company (HEC) serves as a holding entity for a diverse portfolio of businesses in the Power and Utilities industry, including Hunt Energy Network, a competitive provider of energy stora...Show moreLast updated: 6 days ago
SIMCO Electronics is seeking a talented and enthusiastic Financial Planning Analyst to join the Finance department and make an immediate impact at this high-growth, multi-location company.SIMCO ser...Show moreLast updated: 12 hours ago
Financial Planning Analyst Remote.Our client is a $100 million software company that provides comprehensive IT, Operational Technology (OT), and Internet of Things.
IoT) monitoring solutions for net...Show moreLast updated: 3 days ago
Hunt Energy Company (HEC) serves as a holding entity for a diverse portfolio of businesses in the Power and Utilities industry, including Hunt Energy Network, a competitive provider of energy stora...Show moreLast updated: 11 days ago
Deriva Energy is a leading Independent Power Producer in the US renewables market, with over 6 GW of operating or under construction wind, solar and storage projects across the country.Deriva empow...Show moreLast updated: 10 days ago
Financial Analyst - FP&A experience in budgeting, forecasting, variance analysis, and executive reporting!.This Jobot Job is hosted by : Cam Strahm.
Are you a fit? Easy Apply now by clicking the "App...Show moreLast updated: 5 days ago
Financial Planning Analyst Remote.Our client is a $100 million software company that provides comprehensive IT, Operational Technology (OT), and Internet of Things.
IoT) monitoring solutions for ne...Show moreLast updated: 4 days ago
We are seeking a highly motivated and analytical finance professional to join our team in a dynamic and growth-oriented environment.
This role will play a critical part in driving strategic financia...Show moreLast updated: 14 days ago
Lennox International (LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.Here at Lennox, we real...Show moreLast updated: 30+ days ago
This Team supports the entire enterprise for our telecom client and oversees capital investments and operating expenses (headcount & expense).
This is a Business Planning role, so someone who has FP...Show moreLast updated: 6 days ago
As a global manufacturer of complex aircraft engine components, Pursuit Aerospace is founded on a commitment to relentless, continuous, operational improvement and extraordinary customer service.We...Show moreLast updated: 5 days ago
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE : PPL), is committed to creating long-term, sustainable value for our 3.
Our high-performing regulat...Show moreLast updated: 6 days ago
The Pennsylvania State University Office of Budget and Finance invites applications for the position of Financial Planning Analyst to support financial operations of Eberly College of Science.The F...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning Analyst
Willis Johnson & AssociatesHouston, TX, United StatesFull-time
Financial Planning Analyst
VistexHoffman Estates, IL, United StatesFull-time
Financial Analyst - Financial Planning
CaroMont HealthGastonia, NC, United StatesFull-time
- Promoted
Financial Planning Analyst
AptivTroy, MI, United StatesFull-time
- Promoted
Financial Planning Analyst
Blayze GroupDallas, TX, United StatesFull-time
Financial Planning Analyst
Morgan StanleyNew York, NY, United StatesFull-time
Financial Planning Analyst
Hunt CorporationDallas, TX, United StatesFull-time
- Promoted
- New!
Financial Planning Analyst
SIMCO ElectronicsSanta Clara, CA, United StatesFull-time
- Promoted
Financial Planning Analyst
NPAworldwideAtlanta, GA, United StatesFull-time
- Promoted
Financial Planning Analyst
Hunt ConsolidatedDallas, TX, United StatesFull-time
- Promoted
Financial Planning Analyst
Deriva EnergyCharlotte, NC, United StatesFull-time
Financial Planning Analyst
JobotKaysville, UT, United StatesFull-time
- Promoted
Financial Planning Analyst
NPA WorldWideAtlanta, GA, USFull-time
- Promoted
Financial Planning Analyst
The Bay Club CompanySan Francisco, CA, USFull-time
- Promoted
Financial Planning Analyst
Lennox InternationalRichardson, TX, USFull-time
- Promoted
Financial Planning Analyst
Insight GlobalCharlotte, NC, United StatesFull-time
- Promoted
Financial Planning Analyst
Pursuit AerospaceStuart, FL, United StatesFull-time
- Promoted
Financial Planning Analyst
PPLAllentown, PA, United StatesFull-time
- Promoted
Financial Planning Analyst
Penn State UniversityUniversity Park, PA, USFull-time
The average salary range is between $ 77,964 and $ 118,671 year , with the average salary hovering around $ 90,120 year .
Financial Planning Analyst
Willis Johnson & AssociatesHouston, TX, United States6 days ago
Job type
- Full-time
Job descriptionBachelor's degree in Finance, Business, Accounting or Financial Planning required Master's or Graduate degree preferred (Masters in Finance, JD, MBA) One to three years working experience, or internship in similar industry Currently pursuing either CFP, CFA, or CPA designation Currently possess or pursuing the Series 65 securities licenses Strong technical and interpersonal skills Confident, poised and professional in appearance Ability to take on creative challenges and manage workload on tight deadlines Ability to collaborate and contribute to a team environment Experience in eMoney, Redtail CRM, and Orion software systems preferred. Must be willing to relocate to Houston, TX. Flexibility to work from where you are most comfortable - at home or in the office, except for required client and department meetings. Collaborative, Positive Teammates Advancement Opportunities Autonomy in Your Role Professional Development Options Rewarding Work That Matters Salary range : $65,000 - $80,000, plus quarterly bonuses based on company and personal performance. 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure. Best and brightest leaders will have opportunities to buy into and become owners in the firm over time. 11 paid holidays and 15 PTO days to use at your discretion. Employer paid Health / Dental / Vision insurance premiums for individuals and families. Employer HSA contributions Employer paid Life and Long-Term Disability
We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
Why Willis Johnson & Associates?
Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first-all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability / life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
- Input data into financial planning software
- Prepare comprehensive financial plans, reviews, reports and client presentations
- Prepare Wealth Managers and staff in advance to client meetings
- Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
- Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff
- May perform basic investment research and research client's company benefits
- Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
- Assist with client service and operations
Qualifications
What We Offer
Compensation & Benefits
Total Compensation Range with Bonus = $80,000 - $120,000.