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Financial Planning Data Analyst
Financial Planning Data AnalystCoastal Wealth • Fort Lauderdale, FL, US
Financial Planning Data Analyst

Financial Planning Data Analyst

Coastal Wealth • Fort Lauderdale, FL, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About Coastal Wealth

Coastal Wealth is a leading financial planning firm and an agency within MassMutual, a Fortune 500 company with a 170+ year history of helping people secure their financial future. Our mission is to deliver comprehensive, client-centric financial planning solutions with integrity, innovation, and care. We foster an inclusive culture that values collaboration, professional growth, and diversity.

The Opportunity

Are you detail-oriented, tech-savvy, and passionate about helping people achieve financial confidence? As a Financial Planning Data Analyst, you'll play a critical role in supporting advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. This position is ideal for someone who thrives in a fast-paced environment, values precision, and enjoys being the backbone of a client-focused planning process.

What You'll Do

  • Data Management & Analysis : Enter and validate client data in financial planning software (eMoney, RightCapital) and ensure accuracy for compliance purposes.
  • Plan Development Support : Assist with plan design, scenario modeling, and strategy recommendations aligned with client goals.
  • Workflow Coordination : Manage case flow between advisors, planners, and consultants to ensure timely delivery of plans and smooth communication.
  • Compliance & Quality Assurance : Conduct IGO / NIGO reviews and maintain adherence to FINRA and internal compliance standards.
  • Client Experience Enhancement : Prepare presentations and reports that simplify complex concepts for clients and advisors.
  • Continuous Improvement : Research and recommend process enhancements and technology solutions to improve efficiency and accuracy.

What We're Looking For

Minimum Qualifications

  • High School diploma or equivalent.
  • 2+ years of experience in financial services or insurance industry.
  • 1+ year of customer service experience.

    • Preferred Qualifications

  • Bachelor's degree in finance, economics, or related field.
  • Experience supporting financial advisors or clients in planning processes.
  • Familiarity with eMoney or similar financial planning software.
  • Prior experience as a paraplanner.
  • Progress toward CFP® designation.
  • Strong organizational skills and attention to detail.
  • Proficiency in MS Office Suite and advanced Excel skills.
  • Ability to analyze data and make sound business decisions.

    • Why Join Coastal Wealth?

  • Be part of a MassMutual-affiliated firm with a reputation for excellence.
  • Access mentorship, training, and CFP® support for career growth.
  • Opportunities to work on complex planning cases and learn from industry experts.
  • Competitive compensation, benefits, and professional development programs.

    • Equal Opportunity Employer We value diversity and are committed to creating an inclusive environment for all employees.

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