Financial Planning Analyst - REMOTE US

MassMutual

Tallahassee Florida

United States

Financial Services - Banking / Investment / Finance
(No Timezone Provided)

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

Description

​​

The Opportunity

The role of the Financial Planning Analyst is to work on a team of Consultants and Senior Consultants providing support for fee-based financial planning cases. Analyst will focus their support to Planners and Advisors of all client types.

The Impact

The Analyst will work proactively with the field and business partners alike, in driving plan input, creating scenarios, stress testing, and developing client Strengths, Opportunities and making any initial observations.

Key Responsibilities Include:

  • Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide Elite and Advisys

  • Assist team members with basic to intermediate plan analysis, plan design, and development of client strategy to meet client goals.

  • Help manage work flow between advisors/planners and case consultants to ensure timely delivery of plans. Provide a bridge for smooth communication between planners and consultants.

  • Prepare correspondence and track financial plan progress and communicate where needed.

  • Research new work-flow solutions that may be relevant in use with software or the financial planning process and make recommendations.

  • Creates, designs and organizes presentation material for senior team members.

  • Work closely and effectively with Consultants and Senior Consultants to keep him/her and the team informed of upcoming commitments and responsibilities and handle as appropriate.

  • Develop strong knowledge regarding Financial Planning Services and core company products.

  • The Minimum Qualifications

  • High school diploma or equivalent business experience

  • 3+ years of related business experience

  • Ability to conceptualize, apply, and evaluate information to make sound business decisions

  • Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling details

  • Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors and planners in an accurate manner

  • Communicates effectively, both verbally and in writing

  • Proactive in responding to and resolving issues

  • Comfortable using MS Office suite of products

  • Willingness to work as a 100% REMOTE US employee

  • The Preferred Qualifications

  • Experience with eMoney or other financial planning Software

  • Compensation

  • $50,000 + annual bonus

  • #LI-REMOTE

    #LI-CR24

    Why Join Us.

    We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

    Recognized as a 2020 World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

    MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. 

    Financial Planning Analyst - REMOTE US

    MassMutual

    Tallahassee Florida

    United States

    Financial Services - Banking / Investment / Finance

    (No Timezone Provided)

    Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

    Description

    ​​

    The Opportunity

    The role of the Financial Planning Analyst is to work on a team of Consultants and Senior Consultants providing support for fee-based financial planning cases. Analyst will focus their support to Planners and Advisors of all client types.

    The Impact

    The Analyst will work proactively with the field and business partners alike, in driving plan input, creating scenarios, stress testing, and developing client Strengths, Opportunities and making any initial observations.

    Key Responsibilities Include:

  • Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide Elite and Advisys

  • Assist team members with basic to intermediate plan analysis, plan design, and development of client strategy to meet client goals.

  • Help manage work flow between advisors/planners and case consultants to ensure timely delivery of plans. Provide a bridge for smooth communication between planners and consultants.

  • Prepare correspondence and track financial plan progress and communicate where needed.

  • Research new work-flow solutions that may be relevant in use with software or the financial planning process and make recommendations.

  • Creates, designs and organizes presentation material for senior team members.

  • Work closely and effectively with Consultants and Senior Consultants to keep him/her and the team informed of upcoming commitments and responsibilities and handle as appropriate.

  • Develop strong knowledge regarding Financial Planning Services and core company products.

  • The Minimum Qualifications

  • High school diploma or equivalent business experience

  • 3+ years of related business experience

  • Ability to conceptualize, apply, and evaluate information to make sound business decisions

  • Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling details

  • Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors and planners in an accurate manner

  • Communicates effectively, both verbally and in writing

  • Proactive in responding to and resolving issues

  • Comfortable using MS Office suite of products

  • Willingness to work as a 100% REMOTE US employee

  • The Preferred Qualifications

  • Experience with eMoney or other financial planning Software

  • Compensation

  • $50,000 + annual bonus

  • #LI-REMOTE

    #LI-CR24

    Why Join Us.

    We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

    Recognized as a 2020 World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

    MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.