Job Description

JOB SUMMARY & MISSION The Planning Analyst supports advisors in preparing for client meetings, ensures timely follow-up and communication, and serves as a liaison during client onboarding. Acting as a second-chair in select meetings, the analyst helps track new business opportunities and client service needs, while also contributing to planning department projects. A strong commitment to professional growth and the pursuit of technical expertise through licensing and designations is essential. ABOUT K STREET FINANCIAL Founded in NW Washington DC, K Street Financial is a boutique wealth management practice that focuses on creating flexible and robust financial strategies for our clients' long-term success. Our mission is to empower the families and businesses we serve with Clarity, Confidence and Security through expert financial planning guidance built on enduring relationships and unparalleled service. At K Street Financial, our Core Values are humility, joy, collaboration, education, growth, and service. We recognize the importance of ongoing learning, celebrating successes, and continuously expanding our expertise to best serve our clients. ESSENTIAL RESPONSIBILITIES & OUTCOMES Prepare client cases and meeting agendas at least 24 hours in advance Build and update financial plans, ensuring completion within 5 business days of receiving data, and 2 business days for edits Join select client meetings as a second-seat advisor, supporting plan discussions and onboarding steps Document meeting notes and send timely follow-up communication to clients Commit to ongoing professional development: insurance license within 3 months, investment license within 6 months, and begin CFP (or equivalent) within 12 months Follow up weekly on new business opportunities via the firm’s Hot List Support client onboarding by guiding data collection and offering a hands-on experience Assist with AdvicePay setup and the creation of deliverables for fee-based planning QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Willingness to obtain Life, Health, Annuities & Long-Term Care Insurance Licenses within 3 months and Investment Registration (SIE/7/66) within 6 months Proficient in working at a computer, handling client communications via phone and email. Ability to attend occasional offsite client meetings, as needed. Strong communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment. Comfort in executing multiple tasks and priorities daily with high urgency. Desire to grow professionally as a Financial Advisor. BENEFITS & COMPENSATION Full-Time Employment Team is 4 Days in/1 Day Remote. Base Salary: $55K-$60K Bonus: ~5% Annually Benefits: Medical/Dental/Vision; 401(k); Group Life/Disability; FSA/DCFSA Salary Enhancements for Education/Registration: $2500 for passing LHA & $5000 for finalizing Investment Licensing. PTO: 15 days GROWTH PATH Success in this role opens the door to more advanced client opportunities and the potential to grow into a Lead Advisor or similar position. Strong performance may also lead to increased responsibility for managing client relationships and leading planning engagements. This is an excellent entry point for aspiring finance professionals, with structured support for licensing, certification, and long-term career growth. COMPETENCIES Integrity: does not cut corners ethically. Earns trust and maintains confidence. Organization & Planning : plans, organizes, schedules in an efficient/productive manner Aggressiveness: moves quickly and takes a forceful stand without being abrasive Follow Through: lives up to verbal and written agreements regardless of personal cost Intelligence: Learns quickly, demonstrates ability to quickly and proficiently understand and absorb new information Collaborative: comfortable working with others to achieve a common goal Flexibility: adjusts quickly to changing priorities and conditions Work Ethic: strong willingness to work hard and sometimes long hours to get job done right. High Standards: expects personal and team performance to be nothing short of the best Listening Skills: lets others speak and seeks to understand their viewpoints Openness to ideas/criticism: solicits feedback and reacts calmly to negative feedback Communication: speaks and writes clearly and articulately without being verbose Persistence: demonstrates tenacity and willingness to go distance to get something done Proactivity: acts without being told what to do. Brings new ideas to the company. Attention to Detail: does not let important details slip through the cracks Analytical Skill: able to structure and process data and draw insightful conclusions. Customer Service: desire to put our clients first & provide “white-glove” service

Job Tags

Full time, Flexible hours,

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