This position offers the opportunity to learn and develop in all aspects of comprehensive financial planning with a fast growing firm serving executives and entrepreneurs in their 30s and 40s. The financial planning analyst will assist with delivery of financial plans, participate in client meetings, draft client meeting notes, answer routine client questions and service requests, and participate in the firm’s training and development program. A longer term career path would ideally lead to a position as a lead financial planner and equity participation opportunities. Responsibilities Contribute as an integral part of a collaborativ