Financial Planning Analyst

**About Us –** At 3Sixty Legacy Financial Group, we specialize in delivering concierge-level financial planning and investment management tailored to the unique needs of a few hundred high-net-worth individuals and families. Our boutique approach ensures every client receives personalized, proactive guidance designed to preserve wealth, optimize legacy outcomes, and simplify financial complexity. Within our firm, we foster a collaborative and growth-oriented culture where team members are empowered to learn, lead, and thrive in service of our clients’ most important goals. **Position Overview** We are seeking a detail-oriented and highly organized ***Financial Planning Analyst*** to join our dynamic team. This role is ideal for someone who thrives in a fast-paced environment and is looking for a clear path to professional growth within the firm. **Key Responsibilities** - Support financial advisors in preparing client financial plans, investment proposals, and reports - Assist in client onboarding, account maintenance, and documentation - Ensure compliance with regulatory requirements and internal procedures - Maintain accurate records and follow up on client service needs - Participate in client meetings and provide follow-up support as needed **Qualifications** - Required Licensure: Series 7, Series 63 and 65, or Series 66 - Bachelor’s degree in Finance, Business, or related field preferred - Strong analytical and problem-solving skills - Exceptional attention to detail and organizational abilities - Ability to learn quickly and adapt in a fast-paced environment - Excellent written and verbal communication skills - Proficiency in financial planning software and Microsoft Office Suite