Financial Planning Analyst

Allegheny Financial Group is a boutique financial advisory firm providing comprehensive financial planning and investment management services to households and businesses that want the highest level of attention. Founded in 1976, the firm is an SEC-registered investment advisor. We offer a comprehensive benefits package that includes paid time off, tuition reimbursement, and a generous 401k plan.

We are currently seeking a new team member for one of our successful practice groups, a Financial Planning Analyst.

Responsibilities include:

• Collects, organizes and extracts relevant financial information from internal sources and third parties to create and update financial plans;

• 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, income and tax projections, minimum distribution analyses, estate distribution analyses, retirement, disability and survivors’ projections, and educational costs.

• Maintains knowledge of current industry issues pertaining to federal, state and local laws, Social Security, insurance, investment products and trends, and shares relevant information with financial advisors and analysts.

Requirements include:

• 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. CFP® designation must be achieved within two years of hire date.

This role requires excellent analytical skills and attention to detail. The ability to succeed in a team environment using strong interpersonal skills is a must. This position offers growth potential into a leadership role. Previous management or supervisory experience is a plus.