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Elevate Financial Partners · 6 hours ago

Financial Planning Analyst

Newport Beach, CA

Full-time

Onsite

New Grad, Entry Level

Elevate Financial Partners is seeking a sharp, detail-oriented Financial Planning Analyst to support financial modeling, analysis, and strategic planning across client portfolios and internal initiatives. The role involves working closely with senior advisors and planners to translate complex financial strategies into clear analysis and actionable recommendations.

FinanceFinancial ServicesInsuranceRetirement

Responsibilities

Build and maintain financial models for individuals, business owners, and entities

Analyze balance sheets, cash flows, income statements, and net-worth statements

Assist with retirement projections, scenario analysis, and stress testing

Support investment analysis across public markets, alternatives, and private investments

Assist with insurance modeling, policy analysis, and liquidity planning

Assist with estate planning analysis

Prepare client-ready summaries, dashboards, and reports

Leverage the firm’s technology stack to support financial analysis, planning, reporting and strategy implementation

Assist senior advisors with ad-hoc analyses related to client decisions, planning reviews, and special projects

Qualification

Financial modelingExcelFinancial statements analysisWealth management experienceCFACFP progressAnalytical judgmentAttention to detailCommunication skills