About this role
Financial Planning Analyst at AssetMark. Location: Charlotte, North Carolina, United States. Role: preparing plans, gathering data, running reports Requirements: Bachelor's degree or equivalent, 0–2 years experience in financial planning/wealth management, proficiency with Microsoft Word/Excel/PowerPoint/Outlook, familiarity with eMoney/MoneyGuide/Holistiplan, pursuing CFP preferred. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: eMoney, MoneyGuide, Holistiplan, Social Security analysis tools, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English