Financial Planning Analyst - Meyer Capital

Hightower • Evesham, NJ

1d • $58,000 - $60,000 • Hybrid

About The Position

Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer's grandfather started the practice. Today, motivated by our desire to make a true difference in the lives of our clients, Meyer Capital Group's mission is our motto: Commoda Tua Ante Nostra, "Your Interest Before Ours."
As a fee-only fiduciary financial planning and investment practice, Meyer Capital Group wants to be a valued partner for individuals and families navigating life's financial traditions, with integrity, trust, and collaboration. For more than six decades, Meyer Capital Group has been a practice people count on to help preserve and grow their wealth. Currently, we provide services for client assets around the nation, totaling well over $2 billion as of March 2026. Our team combines one-on-one personal attention with modern technology to deliver comprehensive investment management experience for each one of our clients.
We are looking for a Financial Planning Analyst to join our team. You will report to the Director of Financial Planning.

Requirements

• 1 or more years of experience in the Financial Services industry
• Excellent organizational skills with the ability to prioritize
• Able to work independently and in a team environment
• Strong verbal and written communication skills
• Strong interpersonal skills with the ability to build relationships
• Comfortable working with internal team and clients
• History of providing quality customer service to external and internal clients
• Comfortable in a fast-paced work environment with the ability to adapt
• Experience with Microsoft Office applications
• Basic Investment, Income Tax, and Personal Financial Planning Knowledge
• Bachelor's degree in Financial Planning, Finance, Accounting, or Economics
• Coursework obtained or in the process to be eligible for CFP® track

Nice To Haves

• Experience with Envestnet MoneyGuidePro, Holistiplan, Tamarac Reporting, and Salesforce,Zock's. and Co-pilot preferred

Responsibilities

• Analyze and consolidate client data to help prepare financial plans
• Conduct data gathering meeting with clients
• Help with other financial planning client service, research, and operational tasks
• Review Financial Planning software analytics to determine additional client touchpoints
• Help draft planning emails to reach out to clients
• Participate in Portfolio Strategy Group meetings to increase investment planning knowledge

Benefits

• Medical, dental, and vision insurance
• 401k plan
• Paid parental leave
• Hybrid Work Environment
• Opportunity for career track growth within Meyer Capital's Financial Planning Department
• Opportunity to increase knowledge and experience in personal financial planning from an experienced Certified Financial Planner and other Investment Management Professionals
• Opportunity to Pursue the CFP® designation
• Annual base salary range of $58,000 to $60,000, plus potential bonus, based on qualifications and experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level