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Financial Planning Analyst

Financial Planning Analyst

Cahaba Wealth Management, Inc.Birmingham, AL, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title : Financial Planning Analyst

Location : 3800 Colonnade Parkway Ste. 630 Birmingham, AL 35243

Company Overview :

Cahaba Wealth Management is a leading financial planning firm dedicated to providing personalized financial advice and services to our clients. We strive to empower our clients through strategic planning and tailored financial solutions. Our team is committed to excellence, integrity, and building strong client relationships.

Position Overview :

We are seeking a detail-oriented and analytical Financial Planning Analyst to support our Birmingham team. The ideal candidate will assist in the research, analysis, and preparation of financial plans that meet our clients' goals and needs. This role requires a strong understanding of financial concepts, excellent communication skills, and the ability to manage multiple tasks efficiently. This is a full-time, predominantly in-person position.

Key Responsibilities :

  • Assist in the preparation of pre-meeting financial analyses and reports, including cash flow projections, portfolio reviews, etc.
  • Gather and organize data from clients to aid in creating comprehensive financial plans
  • Utilize planning software to model various financial scenarios and outcomes
  • Collaborate with senior financial planners to develop tailored strategies for clients
  • Provide support in client meetings by preparing meeting materials and taking detailed notes
  • Maintain up-to-date knowledge of financial laws, regulations, and best practices
  • Help ensure that all client documents and records are compliant with industry standards
  • Assist in responding to client queries and providing necessary follow-up

Qualifications :

  • Bachelor’s degree in related field
  • Strong proficiency with Microsoft Office Suite
  • Excellent analytical, mathematical, and problem-solving skills
  • Strong verbal and written communication skills
  • Detail-oriented with a commitment to high-quality work
  • Ability to handle confidential information with discretion
  • Ability to work independently and as part of a team

    • Benefits :

  • Competitive salary and bonus opportunity
  • Health, dental, and vision insurance
  • Retirement plan options
  • Paid time off and holidays
  • Professional development opportunities

    • How to Apply :

    Interested candidates should submit a resume and cover letter detailing their interest in the position and relevant experience to [email protected] and [email protected]. Please use “Financial Planning Analyst Opportunity” in the email subject line. Cahaba Wealth Management is an equal opportunity employer.