Allegheny Financial Group · 11 hours ago
Senior Financial Planning Analyst
Pittsburgh, PA
Full-time
Hybrid
Mid, Senior Level
3+ years expAllegheny Financial Group is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life. They are seeking a highly driven and knowledgeable Senior Financial Planning Analyst to ensure the accuracy, efficiency, and quality of their planning processes and to deliver exceptional comprehensive financial planning and investment management services.
AdviceAsset ManagementFinanceFinancial Services
Responsibilities
Provide guidance and advice to clients and team members across all areas of financial planning
Assist in managing daily activities, workflow, and the efficient operation of the financial planning process and team
Undertake client-specific projects or initiatives that may have a practice-wide planning impact
Introduce new ideas and implement financial planning tools to enhance the quality and efficiency of the planning process
Support meeting preparation, including new case presentations and advisory-level client interactions
Collect, organize, and extract relevant financial information from clients, internal systems and third-party sources to create and update financial planning reports
Summarize and interpret investment assets, trusts, wills, estate and legal documents, retirement accounts, and related materials
Analyze financial planning reports to identify planning opportunities based on sound economic principles
Conduct analysis and research projects, summarize findings, and request feedback from advisors
Qualification
Required
Bachelor's degree (BA/BS) from four-year college or university and two or more years related experience and/or training, or equivalent combination of education and experience
Minimum three years of exceptional Financial Planning Analyst experience
Certified Financial Planner (CFP) designation required
A strong attention to detail mindset with a focus on accuracy, initiative, and follow-through
Excellent written and verbal communication skills to effectively work with clients and colleagues
Strong Microsoft 365 skills as well as experience with fintech platforms such as eMoney, Black Diamond, and Holistiplan
Benefits
Medical (2 plan options)
Dental
Vision
Core and buy-up life insurance
Short and long-term disability coverage
Company funded flexible spending accounts
Generous paid time off program
Best-in-class 401K plan with online planning and reporting tools
Wellness program with additional time off rewards
Easily accessible office with free parking for onsite days
Company
Allegheny Financial Group
Allegheny Financial Group is an SEC-registered investment advisory firm offering clients assistance in every aspect of financial life.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joyce Huffman
Partner | Chief Operating Officer - HKM Group
Jonathan Kuhn
Managing Partner
Recent News
Pittsburgh Business Times
2024-12-24
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