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Coastal Wealth

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 About Coastal Wealth
 
 
 
 Coastal Wealth is a leading financial planning firm and an agency within
 
 MassMutual
 
 , a Fortune 500 company with a 170+ year history of helping people secure their financial future. Our mission is to deliver comprehensive, client-centric financial planning solutions with integrity, innovation, and care. We foster an inclusive culture that values collaboration, professional growth, and diversity.
 
 
 
 The Opportunity
 
 
 
 Are you detail-oriented, tech-savvy, and passionate about helping people achieve financial confidence? As a
 
 Financial Planning Data Analyst
 
 , you&rsquo;ll play a critical role in supporting advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. This position is ideal for someone who thrives in a fast-paced environment, values precision, and enjoys being the backbone of a client-focused planning process.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Data Management &amp; Analysis: Enter and validate client data in financial planning software (eMoney, RightCapital) and ensure accuracy for compliance purposes.
 </li>
 <li>
 Plan Development Support: Assist with plan design, scenario modeling, and strategy recommendations aligned with client goals.
 </li>
 <li>
 Workflow Coordination: Manage case flow between advisors, planners, and consultants to ensure timely delivery of plans and smooth communication.
 </li>
 <li>
 Compliance &amp; Quality Assurance: Conduct IGO/NIGO reviews and maintain adherence to FINRA and internal compliance standards.
 </li>
 <li>
 Client Experience Enhancement: Prepare presentations and reports that simplify complex concepts for clients and advisors.
 </li>
 <li>
 Continuous Improvement: Research and recommend process enhancements and technology solutions to improve efficiency and accuracy.
 
 
 </li>
 </ul>
 
 Minimum Qualifications
 
 
 
 
 What We&rsquo;re Looking For
 
 
 
 <ul>
 <li>
 High School diploma or equivalent.
 </li>
 <li>
 2+ years of experience in financial services or insurance industry.
 </li>
 <li>
 1+ year of customer service experience.
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, economics, or related field.
 </li>
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 Experience supporting financial advisors or clients in planning processes.
 </li>
 <li>
 Familiarity with eMoney or similar financial planning software.
 </li>
 <li>
 Prior experience as a paraplanner.
 </li>
 <li>
 Progress toward CFP&reg; designation.
 </li>
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 Strong organizational skills and attention to detail.
 </li>
 <li>
 Proficiency in MS Office Suite and advanced Excel skills.
 </li>
 <li>
 Ability to analyze data and make sound business decisions.
 
 
 </li>
 </ul>
 
 Why Join Coastal Wealth?
 
 
 
 <ul>
 <li>
 Be part of a MassMutual-affiliated firm with a reputation for excellence.
 </li>
 <li>
 Access mentorship, training, and CFP&reg; support for career growth.
 </li>
 <li>
 Opportunities to work on complex planning cases and learn from industry experts.
 </li>
 <li>
 Competitive compensation, benefits, and professional development programs.
 
 
 </li>
 </ul>
 
 Equal Opportunity Employer
 
 We value diversity and are committed to creating an inclusive environment for all employees.
 
 
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Financial Planning Analyst

Join Coastal Wealth and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Coastal Wealth

About Company

Financial Planning Analyst