Financial Planning Analyst - Santa Barbara, United States - West Coast Financial

West Coast Financial

Verified Company

Santa Barbara, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Instead of wax poetic about the specific job duties of this role, we're sharing qualities that every one of our Financial Planning Analysts embodies.

If you're reading this and thinking to yourself, "Yes, this is me" - make sure you apply. You might be exactly who we're looking for_

You have an insatiable natural curiosity, and—as the job title would imply—an analytical mind. You want to dive deep and answer questions that haven't been asked before. You're not just checking out the first search result on Google. You tirelessly look for ways to improve yourself and things around you. _Question-the-status-quo _is your middle name. And, once you figure out a better way, you share it with those around you.

Logical reasoning comes naturally to you.

In fact, it comes so naturally that your friends and family often look to you to explain difficult concepts in an accessible way.

You're the kind of person who jumps at an opportunity to help others around you, even if it may not fit perfectly into your assigned role.

You see this as a way to learn, gain experience, and build comradery with your colleagues.

You crave autonomy and flexibility in how you work. You appreciate structure, but realize we're not bureaucrats. You're ready to be accountable for your own workload and know when it's time to ask for help. We can all understand that finance is often a numbers game. Beyond that, though, you're interested in and sensitive about the human experience.

You are open to the fact that sometimes the "best" financial decision may not be the "right" decision for your client.

A little bit about the role _

As an Analyst at WCF, you'll be the financial planning support for your Advisory Team (that's typically you, a Client Services Team member, and an Advisor).

Your team supports anywhere from clients, and you're the person who builds their financial plans from the ground up.

This typically means connecting with the client to make sure we have all relevant information, and then using our excel-based financial planning tool to help contextualize each client's individual situation.

It's common for an analyst to spend the majority of their day in excel, so we are looking for someone who has the aptitude and desire to put together a financial puzzle.

Eventually, you'll help manage portfolios, too, but we make sure you have a solid background before expecting you to do so.

Your days revolve around your team's meeting schedule (prepping, attending, and doing the follow-up work), and you spend a ton of time in Excel and our CRM system.

We view this as a long-term career opportunity and hopefully you do, too Our star people earn opportunities to advance based on merit, not time served.

A little bit about the benefits _

Access to a complete healthcare package: medical (with HSA & FSA options), dental and vision

Access to a retirement plan: 401(k) with a company match and safe harbor contribution

Wellness Program & Unlimited Vacation Policy

Hybrid Work Policy

Equal Opportunity Employer

West Coast Financial provides equal employment opportunities to all applicants without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, disability, political affiliation or veteran status in accordance with applicable federal, state and local laws governing non-discrimination in employment.

Equal Employment Opportunity (EEO)

Employee Polygraph Protection Act (EPPA)

WCF Mandatory Vaccination Policy