Financial Planning Analyst

Primary Job Title :

Financial Planning Analyst

Alternate / Related Job Titles :

• Financial Data Analyst
• Wealth Management Analyst
• Financial Operations Specialist

Location : Springfield, MA

Onsite Flexibility : Hybrid

Contract Details :

Job Summary :

The Financial Planning Analyst plays a vital role in supporting the creation and execution of high-quality financial plans. This position manages data entry , coordinates workflows, and ensures accuracy across planning software platforms, serving as a key connection between advisors and consultants. The Analyst also contributes to onboarding, process improvement, and the creation of deliverables that enhance client outcomes and advisor efficiency.

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About the Client :

Leading financial services company offering life insurance, disability income insurance, long-term care insurance, retirement planning, and annuities. Committed to corporate responsibility and creating an inclusive work environment.

About GTT :

GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation's largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity!

Job Number : 25-27300 #gttjobs #gttic