Financial Planning Analyst
About The Position
Rothschild Wealth Partners is seeking a Financial Planning Analyst to join one of our distinguished wealth advisors. This role plays a vital part in delivering tailored, high-level financial solutions with the precision and care our clients expect. The analyst will be responsible for the execution of a variety of complex tasks within an advanced wealth management environment. The role involves direct engagement with high-net-worth clients while closely collaborating with an experienced senior wealth advisor. This is a position within a fast-paced, high-expectation firm undergoing significant growth. The ideal candidate is resourceful, detail-oriented, and has demonstrated success within the industry. The ability to operate independently and solve problems in a dynamic environment is essential.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Financial Planning, or a related field. CFP or CFA designation is highly desired.
- A minimum of 2–4 years of experience in the financial planning field.
- Relevant licenses, such as Series 7, 63, 24, and 65/66, with a clean regulatory history.
- Proven experience working with high-net-worth clients across a wide range of financial topics.
- Advanced knowledge in financial planning, including investment management, tax strategies, estate planning, and insurance solutions.
- Strong proficiency in Microsoft Excel, with the ability to use the software quickly and effectively in a meeting preparation environment.
- Exceptional organizational skills and strong attention to detail, with excellent verbal and written communication abilities.
Responsibilities
- Work with the client design team to lead and enhance the “Rothschild Way” client experience, including onboarding, meeting preparation, post-meeting deliverables, and special client requests.
- Act a resource for Rothschild team members seeking guidance on comprehensive wealth planning matters, including estate and wealth transfer planning, investment portfolio structure, money movement and titling, and various trust structures.
- Contribute to weekly team meetings and report on ongoing tasks. The ideal candidate will bring the technical expertise needed to partner closely with senior advisors on complex client matters.
- Review and refine marketing materials and client communications to ensure clarity, accuracy, and visual appeal.
- Oversee key annual planning initiatives, including required minimum distribution (RMD) compliance, gifting, and tax loss harvesting.
Benefits
- We offer a comprehensive suite of benefit offerings to support the health, well-being, and financial health of our employees and their families.
- Our robust benefits package underscores our commitment to our people, our most important asset.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
