Financial Planner Analyst (Finance)

Location: San Francisco, CA, United States (Onsite)

Salary: $75,000–$125,000

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Service ultra-high net worth clients and their families, providing integrated personal financial and investment planning.
• Develop and maintain deep relationships with strategic clients in coordination with advisors.
• Prepare detailed client reports covering financial statements, cash flow, income tax projections, and investment performance.
• Conduct direct telephone and face-to-face interactions with clients and their outside advisors.
• Prepare income and trust tax returns for a sophisticated client base.

Requirements

• Bachelor’s degree required.
• 0-1+ years of relevant work experience.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Must be located in San Francisco, CA.
• FINRA SIE, Series 7, and Series 66 preferred (must be obtained within 4 months of hire).
• Strong communication skills and ability to maintain high confidentiality.

Culture & Benefits

• Competitive benefits and wellness offerings for US employees.
• Rigorous apprenticeship model providing technical training and client experience.
• Commitment to diversity and inclusion with various professional growth opportunities.
• Access to firmwide networks, mindfulness programs, and personal finance offerings.