Financial Planning Data Analyst
About Coastal Wealth
Coastal Wealth is a leading financial planning firm and an agency withinMassMutual, a Fortune 500 company with a 170+ year history of helpingpeople secure their financial future. Our mission is to deliver comprehensive,client-centric financial planning solutions with integrity, innovation, andcare. We foster an inclusive culture that values collaboration, professionalgrowth, and diversity.
The Opportunity
Are you detail-oriented, tech-savvy, and passionate about helping peopleachieve financial confidence? As a Financial Planning Data Analyst,you’ll play a critical role in supporting advisors and planners by ensuringaccurate data input, analyzing scenarios, and driving compliance excellence.This position is ideal for someone who thrives in a fast-paced environment,values precision, and enjoys being the backbone of a client-focused planningprocess.
What You’ll Do
- Data Management & Analysis: Enter and validate client data in financial planning software (eMoney, RightCapital) and ensure accuracy for compliance purposes.
- Plan Development Support: Assist with plan design, scenario modeling, and strategy recommendations aligned with client goals.
- Workflow Coordination: Manage case flow between advisors, planners, and consultants to ensure timely delivery of plans and smooth communication.
- Compliance & Quality Assurance: Conduct IGO/NIGO reviews and maintain adherence to FINRA and internal compliance standards.
- Client Experience Enhancement: Prepare presentations and reports that simplify complex concepts for clients and advisors.
- Continuous Improvement: Research and recommend process enhancements and technology solutions to improve efficiency and accuracy.
What We’re Looking For
Minimum Qualifications
- High School diploma or equivalent.
- 2+ years of experience in financial services or insurance industry.
- 1+ year of customer service experience.
Preferred Qualifications
- Bachelor’s degree in finance, economics, or related field.
- Experience supporting financial advisors or clients in planning processes.
- Familiarity with eMoney or similar financial planning software.
- Prior experience as a paraplanner.
- Progress toward CFP® designation.
- Strong organizational skills and attention to detail.
- Proficiency in MS Office Suite and advanced Excel skills.
- Ability to analyze data and make sound business decisions.
Why Join Coastal Wealth?
- Be part of a MassMutual-affiliated firm with a reputation for excellence.
- Access mentorship, training, and CFP® support for career growth.
- Opportunities to work on complex planning cases and learn from industry experts.
- Competitive compensation, benefits, and professional development programs.
Equal Opportunity Employer
We value diversity and are committed to creating an inclusive environment forall employees.
