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Global Technical Talent

Financial Planning Analyst

Global Technical Talent, Springfield, Massachusetts, us, 01119

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Primary Job Title Financial Planning Analyst

Alternate/Related Job Titles

Financial Data Analyst

Wealth Management Analyst

Financial Operations Specialist

Location Springfield, MA

Onsite Flexibility Hybrid

Contract 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

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