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Senior Financial Planning & Analysis Manager

Senior Financial Planning & Analysis Manager

The Manufacturers'​ AssociationCamp Hill, PA, US
16 days ago
Job type
  • Full-time
  • Quick Apply
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?   Competitive compensation Opportunity to grow with a dynamic, expanding firm Collaborative, client-first culture 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!   Powered by JazzHR
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    Manager Financial Planning • Camp Hill, PA, US