Financial Planning Data Analyst - Oakland Park - Coastal Wealth

    Coastal Wealth
    Coastal Wealth Oakland Park

    1 day ago

    $45,000 - $65,000 (USD) per year
    Description

    About Coastal Wealth

    We are a leading financial planning firm and an agency within MassMutual, a Fortune 500 company with over 170 years of experience helping people secure their financial future.

    The Opportunity

    As a Financial Planning Data Analyst, you will support advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. This role is ideal for someone who thrives in a fast-paced environment, values precision, and enjoys being the backbone of client-focused planning processes.

    Key Responsibilities:


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