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Financial Planning Analyst

Description

Ref ID: 02210-0011877617

Classification: Planning Analyst/Manager/Director

Compensation: $80000.00 to $85000.00 yearly

Our client is looking to hire a full-time Financial Planning Analyst (Junior Wealth Advisor). The Financial Planning Analyst will work in a diverse role for a prestigious firm inside the world of wealth management. Candidates with 3 or more years of wealth management experience will be well positioned to succeed inside of the Financial Planning Analyst role. This position also offers the opportunity to work on cool special projects for their high profile clients inside of M& A, investments, financials, etcetera. The benefits and work/life balance with this company are phenomenal.

Requirements

Requirements: Bachelor's degree or higher in Accounting and/or Finance. CFP, CPWA, CIMA, or CPA designation is highly preferred. The right person will come from wealth management or an advisory role with an analyst background. Excellent written and verbal communication is required.


If you are interested in the Financial Planning Analyst position, apply below or contact John Grabowski at (248) 368-6440.



Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Job Snapshot

Location US-MI-Detroit
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-MI-Detroit
Recruiter
248- 357-8367
248- 358-0941
Snapshot
Robert Half
Company:
US-MI-Detroit
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 02210-0011877617

Classification: Planning Analyst/Manager/Director

Compensation: $80000.00 to $85000.00 yearly

Our client is looking to hire a full-time Financial Planning Analyst (Junior Wealth Advisor). The Financial Planning Analyst will work in a diverse role for a prestigious firm inside the world of wealth management. Candidates with 3 or more years of wealth management experience will be well positioned to succeed inside of the Financial Planning Analyst role. This position also offers the opportunity to work on cool special projects for their high profile clients inside of M& A, investments, financials, etcetera. The benefits and work/life balance with this company are phenomenal.

Requirements

Requirements: Bachelor's degree or higher in Accounting and/or Finance. CFP, CPWA, CIMA, or CPA designation is highly preferred. The right person will come from wealth management or an advisory role with an analyst background. Excellent written and verbal communication is required.


If you are interested in the Financial Planning Analyst position, apply below or contact John Grabowski at (248) 368-6440.



Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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Financial Planning Analyst Apply now