Responsibilities

The financial planning analyst will provide necessary support to the senior financial planning consultants. Primary job responsibilities will include:

• Preparation of quarterly portfolio performance reports to clients. This entails managing client account statements and working with our portfolio management and reporting software. The analyst will also provide supporting analyses generating data incorporated into the performance reports. This work is heavily quantitative and excellent computer oriented skills are required.
• Investment advisory work including updating allocations and placing equity fund and fixed income orders through our broker/dealer platforms.
• Creation of various financial projections and analyses surrounding financial, tax and estate planning.
• Preparation support on client income tax returns and tax plans.

Training will be provided on all facets of work, thus no prior experience in these areas is required although prior experience will be viewed favorably.

Requirements

An undergraduate degree is mandatory, preferably in accounting or finance, though other educational backgrounds will be considered. CFP^® or CPA designation preferred, but not required. A wIllingness to pursue appropriate additional professional designations and education would be considered a positive. A strong desire to learn the personal financial planning and investment advisory business and eventually develop the capacity to directly consult with clients is required.

Salary and Benefits

Starting salary for this position is negotiable. The firm offers generous firm funded profit sharing, holiday and vacation plans within a culture of healthy work/life balance.

Interested candidates for this position should submit a resume to info@ufinadv.com.

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