Financial Planning and Analysis

• Build and maintain strong, long-term relationships with highly compensated participants, providing exceptional customer service and proactive communication.
• Coordinate participant meetings with Executive Planner(s) and Benefits Planner(s)
• Support the team by assisting with comprehensive financial plan creation and being knowledgeable about executive benefits and plans for participant inquiries
• Implement and review investment strategies that align with risk tolerance and financial objectives.
• Stay informed about market trends, economic conditions, and regulatory changes impacting investments.
• Maintain accurate and detailed client records in compliance with company policies
• Support your team while fostering a collaborative and high-performance environment

Financial Benefits Consultant

Financial Analyst, Planning & Analysis

Senior Financial Planner

Director of Finance

Budget Analyst

Senior Analyst, Strategic Planning