Senior Financial Planning & Analysis Manager

Job Description

Job Description

We’re Hiring : S enior Financial Planning & Analysis Manager

On-Site | Full-Time | Camp Hill, PA   (May consider remote candidates)

Are you a financial professional with a passion for strategy, analysis, and helping clients achieve their goals? We are seeking a S enio r Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced,

client-focused environment.   Series 11, Series 7 & 66, or 63 license required

What You’ll Do :

✅ Assess client needs and create tailored financial plans

✅ Prepare in-depth financial reports using leading tools

✅ Conduct trades and recommend investment products / services aligned with client objectives, risk, and resources

✅ Apply advanced financial concepts—present & future value, annuities, IRR, and more—to real-world planning

✅ Provide expert analysis in capital gains, Roth conversions, and retirement planning

✅ Prepare and review client financial content and conduct regular check-ins

What We’re Looking For :

• Series 11, Series 7 & 66, or 63 license required
• Strong financial planning expertise with analytical depth
• Excellent interpersonal and communication skills
• Proactive, organized, and detail-oriented mindset
• Commitment to delivering outstanding client service

Why Join Us?

If you’re ready to take your career to the next level and thrive in a role where your expertise truly matters, we’d love to meet you!

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