Wealth Planning Analyst
Listing sourced from adzuna on 6/20/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
We are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling of financial plan generation and client analysis delivery. You will primarily support our Senior Wealth Planners - including building client profiles in eMoney, managing the client portal for account aggregation and administration, and contributing to ad-hoc projects as needed. The ideal candidate is an effective communicator, collaborative team player, and highly responsive partner to…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in New York the median is $134,852 (+35% vs national).
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