Financial Planning Analyst

Financial Planning Analyst Cincinnati, OH Full-Time/Direct-Hire Job Duties Create financial plans Create meeting agendas and “draft recommendations” (To be finalized by client facing advisor) Prepare additional planning or sales materials Build asset allocation analysis and portfolio audit reviews of prospect and client portfolios Coordination and communication with operations team Degrees, Designations, and Licenses Bachelor’s Degree Ideally started with CFP certification or desire to pursue c…