Current Positions Available

Financial Planning Analyst

Job Description
Parlan Financial Corporation, a fee-only, comprehensive financial and investment management firm, seeks a professional analyst to join our firm. The analyst works in conjunction with the financial planners. The analyst is responsible for coordinating, monitoring, and preparing all facets of the financial planning process. Participating in client meetings and is responsible for all client communications.

Duties Include:

• Collect and assess all relevant financial data
• Assist in identifying client’s financial goals, problems, and planning assumptions
• Assist in analyzing alternative solutions
• Coordinate all aspects of the planning process

To submit your resume and cover letter to Parlan, please send them as a Word attachment with your email to ckreilick@parlan.com.

Click on the Following Links for Other Positions Available

Financial Planner
Research Analyst
Account Administrator

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