Financial Planning Analyst

AssetMark Financial Holdings • Charlotte, NC

23h • Hybrid

About The Position

The Advanced Planning Team is a centralized group of financial planners supporting advisors and their clients with financial planning analysis and insights. As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research. This role is designed for early-career professionals who want to build foundational experience in financial planning while working closely with Senior Financial Planners. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

• Strong analytical and problem-solving skills
• High attention to detail and strong organizational skills
• Ability to learn financial planning concepts and tools quickly
• Clear written and verbal communication skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field required or equivalent experience
• 0–2 years of experience in financial planning, wealth management, accounting, or financial services
• Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

• Familiarity with financial planning tools such as eMoney, MoneyGuide, or similar software is a plus
• Ability to work collaboratively in a team environment while managing multiple tasks
• Professional mindset with a strong commitment to learning and ethical financial planning practices
• Pursuing CFP® certification preferred
• Internship or coursework related to financial planning, investments, or tax concepts preferred

Responsibilities

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios
• Gather and organize client financial data to support planning analysis
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security analysis tools) to run reports and generate projections under the guidance of planners
• Support Financial Planners by preparing planning deliverables and organizing plan outputs
• Review financial plan materials for completeness, formatting, and data accuracy
• Conduct research on financial planning, retirement, and tax-related topics and summarize findings for the planning team
• Assist in preparing client-facing presentations and internal planning resources
• Collaborate with members of the Advanced Planning team and other groups within Wealth Solutions on assigned projects
• Participate in team meetings and planning discussions to gain exposure to the financial planning process
• Maintain organization of planning materials and assist with documentation and workflow tracking
• Other duties as assigned

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

What This Job Offers

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