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Remote Financial Planning Analyst

Company: VirtualVocations
Location: Tulsa
Posted on: January 24, 2023

Job Description:

A financial services and investment firm needs applicants for an opening for a Remote Financial Planning Analyst.

Core Responsibilities of this position include:
Developing subject matter expertise, and support strategists, to create and communicate advice
Conducting fundamental research and analysis to help develop advice and guidance on financial planning strategies
Communicating on financial planning strategies in written materials and verbally in support of Strategists
Position Requirements Include:

CFP designation or willing to actively pursue it consistent with department policy
Series 7/66 within six months of hire, consistent with department policy
5+ years' experience as an analyst making recommendations in a related field or extensive industry experience
Demonstrated success as an analyst in areas of high complexity
Solid knowledge of financial planning concepts and strategies
Experience preparing reports or articles for financial planning or investment topics

Keywords: VirtualVocations, Tulsa , Remote Financial Planning Analyst, Professions , Tulsa, Oklahoma

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