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