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The number of years of hands on experience working in the financial planning industry are:
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Financial Planning Analyst
IL - Arlington Heights


Opportunity Snapshot
Top reasons to consider aligning your career with Vantage Financial Partners LTD
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Gain broad exposure while building a career home at a stable, growing firm serving diverse clients

If you combine strong analytical skills with solid customer-facing interpersonal skills, this position offers you several compelling opportunities. You will:
  • Gain valuable experience that can help you obtain your Certified Financial Planner designation, if you don't already have it.
  • Take your financial planning career to the next level -- we'll seed you with clients and help you develop the skills and experience you need to become a Financial Planning Advisor. Quick question for you - click here
  • Join a smaller firm where you won't be compartmentalized; we encourage cross-fertilization and you'll work with teams in multiple functional areas.
  • Expand your skills in both analysis and client interaction, two key skills we look for when advancement opportunities come up.
  • Earn a competitive salary and great benefits, including support for continuing education and certification.
Vantage Financial Partners serves clients locally and across the globe. Our client relationships range from corporate CEOs to business owners, retirees, dedicated savers, executives and NexGen. We delight in long term relationships with multi-generational family connections. Through our core values of Integrity, Objectivity, Excellence, Teamwork and Professionalism, we serve our clients by upholding the highest industry standards while striving to move the bar higher.
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Get the Experience You Need to Earn Your CFP, Working with Seasoned, Collaborative Colleagues

The Requirements
Find out what it takes to thrive in this role.
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To be a good fit for the Financial Planning Analyst opportunity, you will have:
  • Formal education in OR 2 to 4 years of experience specific to personal financial planning.
  • Solid analytical skills, demonstrated in financial planning (ideally), taxes, insurance and/or employee benefits.
  • A CFP certification is preferred.
  • Excellent proficiency in MS Word and Excel. Quick question for you - click here
  • Strong technical acumen and computer proficiency.
  • Familiarity with industry specific financial planning software. Knowledge and familiarity in Right Capital, Morningstar, Junxure, Worldox is ideal.
  • Demonstrated skills in collaboration and team interaction.
  • The ability to create mature and focused written communications as well as strong, clear, warm, and concise verbal engagement.
  • A heart to serve.
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The Role
If you meet the minimum qualifications, feel free to apply at any time. If you'd like some additional details about the role, please read below.
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We will assign you to work with a Relationship Manager (Financial Planning Advisor) as a primary connection, but you also will support others. The position involves three key responsibilities:
  • Engaging with clients to obtain data and answer questions. You'll incorporate that data into a viable financial plan, setting the Relationship Manager (RM) up for success in presenting the plan. You also will respond to team needs and maintain strong communication with teammates.
  • Analyzing data for financial plans. A detail orientation and quality control will be essential. In addition to presenting the results, you will also document how you got the results. Quick question for you - click here
  • Understanding, following and designing effective and efficient processes and protocols. Not only will you use a variety of integrated software, but you'll also help ensure we consider the impact when upgrading one software package on the entire system.
You'll also provide additional support and handle other tasks as requested. Note: this description is intended to give you a general overview of the position and is not an exhaustive listing of duties and responsibilities.
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Why Join Us
More great reasons to build a career home with us.
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Professional development
If you are building a career in financial planning, working with a smaller firm offers unique advantages. At Vantage you'll get a birds-eye view of the entire process, working with the investment team, operations and multiple advisors. While it may take a few years, we can help you move up faster than you typically would at a large corporation.

A heart to serve
Our mission at Vantage is to help individuals feel a greater sense of control over their financial future You'll play an important role in achieving that mission and, in the process, make a difference in people's lives. We believe creative financial planning provides benefits and solutions for everyone, whether they are starting out in their career, enjoying the benefit of their success moving up the corporate ladder or identifying timing for critical decisions such as retirement, employee benefit options, investments and family care.

Great environment
You will gain experience in a collaborative, engaging, friendly environment surrounded by peers who enjoy pooling their knowledge and experience to yield our clients unmatched excellence.

Excellent compensation
We offer a competitive salary along with benefits that include a choice of health, dental and vision plans; a 401(k) plan with company match; paid time off and paid holidays; and reimbursement for continuing education and certification. We also will consider supporting educational opportunities in some circumstances.
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Road to Success
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We are looking for an individual who is motivated to obtain a CFP and build a career. We'll provide mentoring and opportunities, although you should understand that advancement may take time. We believe we offer a faster path than big corporations, but you should be prepared to work three to five years in order to earn the next step.

To excel in this role you will have the right balance of analytical savvy and interpersonal skills. You may work with dozens and sometimes hundreds of pages of data, and you'll need to transform that into valuable insights that are easy for clients to understand. As you interact with clients directly, you will need to engage in a warm and authentic way, demonstrating a genuine interest in their success.

In addition, in order to be an outstanding Financial Planning Analyst, you will:
  • Pay close attention to details while also grasping the bigger picture.
  • Achieve individual goals independently and also contribute as a team player.
  • Combine creativity and analytical thinking in solving problems.
  • Manage multiple tasks and priorities effectively.
  • Bring a proactive approach to learning and growing professionally.
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Vantage Financial Partners Limited is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.