Were Hiring: Senior Financial Planning & Analysis Manager On-Site Full-Time Camp Hill PA (May consider remote candidates)Are you a financial professional with a passion for strategy analysis and helping clients achieve their goals We are seeking a Senior Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced
client-focused environment.Series 11 Series 7 & 66 or 63 license requiredWhat Youll Do:
Assess client needs and create tailored financial plans
Prepare in-depth financial reports using leading tools
Conduct trades and recommend investment products/services aligned with client objectives risk and resources
Apply advanced financial conceptspresent & future value annuities IRR and moreto real-world planning
Provide expert analysis in capital gains Roth conversions and retirement planning
Prepare and review client financial content and conduct regular check-insWhat Were Looking For:- Series 11 Series 7 & 66 or 63 license required
- Strong financial planning expertise with analytical depth
- Excellent interpersonal and communication skills
- Proactive organized and detail-oriented mindset
- Commitment to delivering outstanding client service
Why Join Us- Competitive compensation
- Opportunity to grow with a dynamic expanding firm
- Collaborative client-first culture
If youre ready to take your career to the next level and thrive in a role where your expertise truly matters wed love to meet you! Required Experience:
Manager
Were Hiring: Senior Financial Planning & Analysis Manager On-Site Full-Time Camp Hill PA (May consider remote candidates)Are you a financial professional with a passion for strategy analysis and helping clients achieve their goals We are seeking a Senior Financial Planning & Analysis Manager to jo...
Were Hiring: Senior Financial Planning & Analysis Manager On-Site Full-Time Camp Hill PA (May consider remote candidates)Are you a financial professional with a passion for strategy analysis and helping clients achieve their goals We are seeking a Senior Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced
client-focused environment.Series 11 Series 7 & 66 or 63 license requiredWhat Youll Do:
Assess client needs and create tailored financial plans
Prepare in-depth financial reports using leading tools
Conduct trades and recommend investment products/services aligned with client objectives risk and resources
Apply advanced financial conceptspresent & future value annuities IRR and moreto real-world planning
Provide expert analysis in capital gains Roth conversions and retirement planning
Prepare and review client financial content and conduct regular check-insWhat Were Looking For:- Series 11 Series 7 & 66 or 63 license required
- Strong financial planning expertise with analytical depth
- Excellent interpersonal and communication skills
- Proactive organized and detail-oriented mindset
- Commitment to delivering outstanding client service
Why Join Us- Competitive compensation
- Opportunity to grow with a dynamic expanding firm
- Collaborative client-first culture
If youre ready to take your career to the next level and thrive in a role where your expertise truly matters wed love to meet you! Required Experience:
Manager
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