About Us
JPL Wealth Management is a registered investment advisor and financial advisory firm based in Highlands Ranch, Colorado. We are dedicated to delivering exceptional financial planning and investment management services, utilizing advanced software such as Envestnet Tamarac and eMoney.
Position Overview
We are seeking a motivated and detail-oriented Financial Planning and Trading Analyst to support our team in financial planning, trading, and operations support. The ideal candidate will have 2-5 years of experience in the financial services industry and be proficient in Envestnet Tamarac, eMoney, and Microsoft Excel.
Key Responsibilities
· Financial Planning Support: Assist in the preparation of client financial plans, conduct scenario analysis, and manage client data within eMoney to support the planning process.
· Trading Support: Aid in trade execution, trade reconciliation, and portfolio rebalancing, ensuring alignment with client goals and firm strategies.
· Operations Support: Provide operational support by handling daily tasks such as account maintenance, compliance assistance, and generating reports.
· Data Analysis and Reporting: Leverage Microsoft Excel to manage and analyze financial data, generating insights and actionable reports for internal use and client presentations.
· Client Support: Respond to client inquiries related to their financial plans, portfolios, and trading activities, offering high-level service and attention to detail.
· Compliance and Documentation: Ensure adherence to firm policies, procedures, and regulatory requirements by maintaining accurate and organized documentation.
Qualifications
· Experience: 2-5 years in a financial services, investment management, or financial planning role.
· Trading Experience: Trading experience utilizing Tamarac or a similar third party trading platform and experience trading on Fidelity and/or Schwab is required.
· Software Proficiency: Experience working with eMoney, Envestnet Tamarac, and Microsoft Excel is required.
· Education: Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related field.
· Skills: Strong analytical and quantitative skills, with great attention to detail and the ability to work independently as well as collaboratively.
· Communication: Excellent written and verbal communication skills, with the ability to explain complex financial concepts to clients.
Benefits
· Competitive salary and bonus structure
· Workplace Flexibility: Hybrid schedule, work from home and office
· Retirement plan with company match
· Opportunities for career growth and professional development
· Supportive and collaborative team environment
How to Apply
Please submit your resume and a cover letter detailing your relevant experience to work@jplwm.com. We look forward to reviewing your application.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
Ability to Commute:
Ability to Relocate:
Work Location: Hybrid remote in Highlands Ranch, CO 80129
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