Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers clients assistance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. The firm's broker-dealer division, Allegheny Investments, LTD, was founded in 1977, and together the firms have an excess of $3.6 billion in assets under advisement. For more information, go to www.alleghenyfinancial.com.
We are currently seeking a new team member to join an established and growing financial planning practice as a Financial Planning Analyst. This position offers long term growth potential and the opportunity to work alongside respected Financial Advisors with more than 20 years in the field.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Collects, organizes and extracts relevant financial information from internal sources and third parties to create and update financial planning reports.
Completes financial planning reports and related tasks with accuracy and speed in accordance with the group practice preferences and standards.
Summarizes and interprets investment assets, trusts, wills, estate and legal documents, retirement and pension plan information, employee benefits, insurance policies, tax returns and other financial information as appropriate.
Compiles data into spreadsheet format and planning software, and prepares exhibits for client presentation. Exhibits include but are not limited to balance sheets, asset allocation charts, performance reports, income and tax projections, cash flow projections, minimum distribution analyses, estate distribution analyses, retirement, disability and survivors’ projections, and educational costs.
Maintains knowledge of current industry issues pertaining to financial and tax planning, investment management, and reporting.
Analyze financial planning reports to form logical conclusions based on economic principals. Assist in the formation of financial planning recommendations of economic benefit to clients.
Completes analysis and research projects. Summarizes findings, requests feedback from advisors and the financial planning department, and assists with the dissemination of information and/or implementation of changes. Updates client reports as appropriate.
Create client and maintain orderly client paper and digital files in as needed. Calculate and enter cost basis information. Confirm portfolio accounting software accuracy and perform data reconciliation on portfolios for financial reporting. Assists in the creation, enhancement, documentation of processes and procedures.
DESIRED SKILLS AND EXPERIENCE:
Bachelor's Degree in Business, Finance, Economics or Accounting or relevant work experience
Minimum two years experience in financial planning and/or investment consulting environment
Experience with Microsoft Office suite of products, particularly Microsoft Excel, and familiarity with CRM software
Designation as a Certified Financial Planner (CFP®) or progress toward completion is preferred, but not required
FINRA Series 7 and 66 licenses preferred, but not required
Excellent attention to detail and accuracy capabilities
Possess a high level of initiative, follow-through and accountability for actions
Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group, LTD is an SEC-registered investment advisory firm that offers clients assistance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. The firm’s broker-dealer division, Allegheny Investments, LTD, was founded in 1977..., and together the firms have an excess of $3.6 billion in assets under advisement. For more information, go to www.alleghenyfinancial.com.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.