Planning Analyst Job at Prescient Financial Solutions, Milwaukee, WI

RW5zY2tWNk56RjRVMGxlZ3EwbzBPNEZGWGc9PQ==
  • Prescient Financial Solutions
  • Milwaukee, WI

Job Description

A top, nationally recognized boutique Wealth Management firm is seeking a highly organized, detail-oriented, self-starter to join our growing team as a Planning Analyst. The ideal candidate will be a versatile team player with strong analytical skills. This role involves providing technical support in developing detailed financial plans and preparing for internal reviews. If you are ready to handle multiple responsibilities and excel in a dynamic, fast-paced environment, we would love to hear from you!

Duties include but are not limited to:

  • Develop and update detailed financial plans, including tax modeling and projections, for high-net-worth clients.
  • Conduct in-depth financial analyses and prepare customized reports for internal reviews.
  • Collaborate with senior advisors to create tailored investment strategies and recommendations.
  • Support equity compensation planning and analysis for clients.
  • Prepare and distribute performance reports, statements, and other relevant documents for internal use.
  • Support special projects and initiatives to improve client services and operational efficiency.
  • Offer behind-the-scenes support to advisors, ensuring the smooth execution of client-related activities.

Skills and Qualifications:

  • Exceptional verbal and written communication skills
  • Ability to multi-task effectively in a fast-paced environment
  • Proficient in Microsoft Word, Excel, and Outlook
  • Ability to translate technical concepts for internal stakeholders
  • Highly organized, efficient, and skilled in workflow management
  • Self-Motivated and curious
  • Interest in growth within the firm

Job Requirements:

  • Bachelor’s degree in financial planning, Finance, Accounting, or a Related Field
  • CFP Certification Preferred, or currently pursuing

Please forward resumes and inquiries to Megan McKay at Megan.McKay@nm.com

Job Tags

Similar Jobs

Kelly Science, Engineering, Technology & Telecom

Senior Clinical Research Specialist Job at Kelly Science, Engineering, Technology & Telecom

 ...Join Kelly FSP as Senior Clinical Research Specialist with our Medical Device client in Irvine, CA! If you're a clinical research professional with 5+ years of monitoring experience this is a fantastic opportunity!5+ years of co-monitoring/monitoring experience... 

Nashville Record Pressing

Payroll Clerk/HR Assistant Job at Nashville Record Pressing

 ...About the Company The Payroll Clerk- HR Assistant will be responsible for processing weekly payroll and maintaining employee time records. In addition to payroll duties, the Payroll Clerk- HR Assistant will assist with various HR-related functions, including filing paperwork... 

Dexian

Call Center Representative Job at Dexian

 ...communication skills-interpersonal, verbal, and written. ~2-5 years required experience in a call center, customer service in a medical field, or technical support role ~ Proficient with computers and common Microsoft applications. ~ Critical thinking/judgment and... 

US Tech Solutions

English Teacher Job at US Tech Solutions

Duration: 1 Week Responsibilities ~ In late-May, this team (+ estimated 2-4 more) will evaluate student-written papers that have been submitted to client to confirm whether they have used plagiarism/AI that is not in compliance with our exam violation policies. There...

Dallas Market Center

Building Maintenance Technician Job at Dallas Market Center

About the Company - Become a vital part of the Dallas Market Center team as a Building Maintenance Technician! In this role, you'll play a key role in ensuring our vast facilities remain comfortable, safe, and operate efficiently. Your expertise in maintenance will contribute...