Financial Planning Analyst

$100,000 - $100,000/Yr

Tiras Wealth Management - Houston, TX

Full-time - Mid Level

Houston, TX

About the position

The Financial Planning Analyst position at TIRAS Wealth Management focuses on tax, investment, and estate planning. The role involves processing financial plans, collaborating with other analysts, and supervising new client onboarding. The analyst will also track estate and divorce settlements, develop tax projections, and prepare detailed financial analyses.

Responsibilities

• Processing financial plans
• Working as a team with other analysts
• Supervising and tracking new client onboarding
• Tracking and processing estate and divorce settlement of accounts
• Developing tax (personal 1040) projections
• Reviewing and outlining estate planning documents
• Preparing detailed retirement income projections, net worth and cash flow statement analyses
• Providing account research and special project assistance
• Reviewing and understanding account statements that cover multiple product lines

Requirements

• CFP® designation or equivalent experience
• Minimum 5 years' work experience in a wealth management or financial planning role
• Strong sense of ownership and ability to prioritize
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with MS Word, Excel, PowerPoint, and Outlook
• Bachelor's degree required
• Series 7, 66/63 and insurance licenses a plus
• Financial planning software experience required (Naviplan preferred)

Nice-to-haves

• Experience in Wills, trusts, & estate law

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Paid parking
• Monthly chair massages by a certified massage therapist
• Tuesday breakfasts
• Friday lunches
• Car allowance
• Travel allowance