Job Description
Job DescriptionPrimary Job Title:
Financial Planning AnalystAlternate/Related Job Titles:
- Financial Data Analyst
- Wealth Management Analyst
- Financial Operations Specialist
Location:
Springfield, MAOnsite Flexibility:
HybridContract Details:
- Position Type: Contract
- Contract Duration: Not specified (short-term contract)
- Start: As Soon As Possible
- Pay Rate: $30.00 per hour
Job Summary:
The Financial Planning Analyst plays a vital role in supporting the creation and execution of high-quality financial plans. This position manages data entry, coordinates workflows, and ensures accuracy across planning software platforms, serving as a key connection between advisors and consultants. The Analyst also contributes to onboarding, process improvement, and the creation of deliverables that enhance client outcomes and advisor efficiency.Key Responsibilities:
- Input client data into financial planning software such as eMoney, RightCapital, and MoneyGuide Elite.
- Assist team members with plan analysis, design, and development to help clients achieve their goals.
- Coordinate workflow between advisors, planners, and consultants to ensure timely and accurate delivery of plans.
- Track plan progress, prepare communications, and follow up with advisors on renewals or outstanding issues.
- Proactively resolve NIGO (Not-in-Good-Order) items and maintain process documentation.
- Research and recommend new workflow or planning software solutions.
- Create and organize presentation materials for internal and client use.
- Support consultants with updates on priorities, responsibilities, and key deadlines.
- Contribute to process improvements that enhance advisor productivity and client satisfaction.
- Promote a consultative approach consistent with the Financial Way and organizational best practices.
Required Experience:
- Minimum 1+ years of experience in financial services.
- Active Series 7 license at the time of application.
- Series 63 or equivalent license (or ability to obtain within 180 days).
- Proven mastery of eMoney and ability to perform accurate, high-volume data entry.
Nice-to-Have Experience:
- Prior experience supporting wealth management or financial planning teams.
- Familiarity with RightCapital or MoneyGuide Elite software.
- Experience collaborating across multi-disciplinary teams in wealth management or financial planning.
Required Skills:
- eMoney (expert level)
- Financial planning data entry and analysis
- Series 7 and 63 licensing
Preferred Skills:
- Microsoft Excel (advanced proficiency)
- PowerPoint presentation development
- Workflow coordination and documentation
Additional Skills:
- Communication and collaboration with advisors and consultants
- Research and adaptability to new tools and technologies
- Organizational and detail-oriented work style
Benefits:
- Medical, Vision, and Dental Insurance Plans
- 401k Retirement Fund
About the Client:
Leading financial services company offering life insurance, disability income insurance, long-term care insurance, retirement planning, and annuities. Committed to corporate responsibility and creating an inclusive work environment.About GTT:
GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation’s largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity!Job Number: 25-27300 #gttjobs #gtticCompany DescriptionGlobal Technical Talent is a subsidiary of Chenega Corporation (www.Chenega.com) with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.
We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.
There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: https://bit.ly/gttcareers
Awards
SIA’s Fastest Growing Staffing Firm: 2023 and 2015
SIA’s Best Staffing Firm to Work for: 2019 -2023
Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015
Randstad Preferred Supplier: 2020 - 2023
TechServe Alliance Excellence Award. 2019
NH Business Magazines Fast 5 fastest growing companies
Ernst & Young Entrepreneur of the Year Finalist: 2015
Company Description
Global Technical Talent is a subsidiary of Chenega Corporation (www.Chenega.com) with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: https://bit.ly/gttcareers \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015