Are you a Financial Planning Analyst looking for a role with more heart? Read on!
Our client, a growing, faith-based financial advisory firm in Minneapolis is excited to welcome a talented Financial Planning Analyst to their expanding team.
In this key role, you would:
Serve as an expert to financial advisors on client review preparation and follow up
Assist with client outreach to gather information for reviews
Run financial reports and put together financial packets
Do special research projects
The firm offers a competitive compensation & benefits package, a strong team-based environment, and flexible hours.
A bachelor's degree and 1+ years of financial services experience is required.
If you are ready to work with a company that values its employees as much as its clients, apply today.