Finance Specialist 3

The Financial Planning Analyst plays a critical role in supporting the creation and execution of high-quality financial plans. By managing data entry, coordinating workflows, and ensuring accuracy across various planning software platforms, the Analyst serves as a key connection between advisors and consultants. The Analyst will also contribute to advisor onboarding, process improvement, and creating financial planning deliverables that support more profitable and effective client outcomes.

The Team

As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. As a member of the Wealth Management organization, you will join our team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.

The Impact

The Analyst will work proactively with the field and business partners alike, in driving plan input, creating scenarios, stress testing, and developing client Strengths, Opportunities and making any initial observations.

The Key Responsibilities Include :

Client data entry to various planning software including but not limited to eMoney, Right Capital, and Money Guide Elite.

Assist team members with basic to intermediate plan analysis, plan design, and development of client strategy to meet client goals.

Help manage workflow between advisors / planners and case consultants to ensure timely delivery of plans. Provide a bridge for smooth communication between planners and consultants.

Prepare correspondence and track financial plan progress and communicate where needed.

Proactively follow-up with advisors to ensure that they are efficiently moving through the planning process and following up on annual plan renewals. This includes resolving NIGO (Not-in-Good-Order) issues.

Research new work-flow solutions that may be relevant in use with software or the financial planning process and make recommendations.

Creates, designs and organizes presentation material for other team members.

Work closely and effectively with consultants to keep them and others on the team informed of upcoming commitments and responsibilities and handle as appropriate.

Ensure an ease of doing business for all CCU Advisors through proactive support and a continuous improvement mindset.

Embrace the Financial Way in support of a comprehensive, consultative approach to client service.

Focus on helping advisors run more efficient and profitable planning practices.

Must be someone who is a "master" at eMoney and is actively using it today so that they are a complete plug and play for data entry.

The Minimum Qualifications :

Must be someone who is a "master" at eMoney and is actively using it today so that they are a complete plug and play for data entry.

At least 1+ years' experience in financial services.

Series 7 license at time of application

Series 63 or equivalent license or attain within 180 days of start.

The Ideal Qualifications

Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner.

Experience with eMoney or other financial planning software.

Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms, including a demonstrated ability to quickly learn and adapt to new software and tools.

Robust research skills with the ability to independently locate, interpret, and apply new information quickly and accurately.

A team-oriented individual who thrives on collaboration and actively engages in networking to foster a supportive and connected work environment.

Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling details.

Must be someone who is a "master" at eMoney and is actively using it today so that they are a complete plug and play for data entry.

EEO :

"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority / Gender / Disability / Religion / LGBTQI / Age / Veterans."