Job Information
Robert Half Financial Planning Analyst in Philadelphia, Pennsylvania
Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
• Compile reports on portfolio performance on a regular basis
• Monitor and update client asset allocations
• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
• Prepare and coordinate materials for client meetings
• Compile quarterly tax projections
• Handle account creation and maintenance
• Manage money movement including wire transfers and journals
• Maintain and update the database regularly
• Conduct ad hoc project management
• Assist in portfolio performance updates
• Provide operational functions to support the Partners and their team.
Skills:
• Annual Financial Plan
• Financial Planning
• Financial Reconciliation
• Financial Services
• Personal Financial Specialist
Requirements • Possession of a minimum of one year of experience in financial planning or related roles
• Proficiency in creating and managing annual financial plans
• Demonstrated ability in conducting financial reconciliation
• Prior experience in the financial services sector
• Certification or relevant experience as a Personal Financial Specialist
• Exceptional analytical skills and attention to detail
• Strong communication and presentation skills
• Proficiency in using financial software and Microsoft Office Suite
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Accounting, or related field is preferred
• Strong ethical standards and integrity in handling financial data.
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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
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, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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