Associate AI Financial Planning Analyst

Required

• Necessary: 3+ years of client-facing experience within financial services, ideally in an advisory capacity
• Necessary: familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Necessary: FINRA Series 65 or equivalent, or ability to obtain within 90 days
• Nice to have: CFP or other financial designation
• Nice to have: Comfort or familiarity with LLMs, chatbots, JIRA
• Nice to have: Bachelor s Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
• Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
• Ability to act independently and proactively address problems as a self-starter
• Proven collaborative achievements in past roles