About this role The Wealth Planning Analyst's primary responsibilities are to execute the technical and administrative tasks that keep the client service team running. Chief among these is financial analysis—executed under the direction of senior colleagues—that feeds into the preparation of client financial plans. The Wealth Planning Analyst also plays an important role in ensuring the service team delivers a consistent, positive client experience and fulfills all of its commitments in a timely manner. They operate in a supporting role by design: this is a firm that values deep technical specialization, and this role is built for someone who finds real satisfaction in being the expert behind the work.   What you'll be doing