Financial Analyst

Job Description Job Description Position Title: Financial Analyst Reports to: EVP, Wealth Department: Wealth Location: 86 Summit Ave, Ste 303, Summit, NJ 07901; in-office position Classification: Full-time; Exempt Summary / Job Objective: Simplicity Wealth is seeking to add a leader to establish a billing team that will support our base independent financial advisors affiliated with our platform. The successful candidate will be responsible for conducting a thorough analysis of our current billing process and work with our leadership team develop a streamlined structure and process that can support our business at scale. She or he will work closely with senior executives of Simplicity Wealth to develop and manage the monthly billing service for a larger number of affiliated independent financial advisors. The ideal candidate should be highly motivated, self-driven, service-oriented team player capable of working independently and/or managing a team of analysts. Essential Job Functions: Critical factors for success will include professionalism, persuasive communication, ability to overcome objections and thrive in a dynamic and fast paced environment while still demonstrating excellence in critical thinking and attention to detail. Candidates with experience billing client accounts in Orion would be a plus. Primary Responsibilities: · Assess our current process and identify opportunities to improve both timing and accuracy of monthly client billing process · Maintain database of affiliated advisor’s billing schedules · Prepare for and compete monthly client billing and advisor payouts by working closely with Operations and Finance Departments (accounts payable) · Collaborate with internal partners including Onboarding, Operations and Technology Development to streamline a process and establish controls to automate the process so that we can support several hundred advisor relationships. · Assist leadership in developing financial analysis of individually advisor practices and support our Advisor Relationship / Practice Management teams Qualifications: · Bachelor’s degree in finance, accounting, or related field · 3-5 years’ experience in same/similar role(s) · Proficiency in Microsoft Excel and experience with Orion billing preferred · Prior management and leadership experience preferred Core Competencies: · Analytical thinking · Relationship building and service-oriented · Successful in both a team and individual environment · Strong communication skills Compensation & Benefits: Compensation (based on experience) Base salary: $75,000 - $90,000 Annual performance bonus target: 10% of base salary This is an exempt position Benefits Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Paid parking Location : 86 Summit Avenue, Suite 303, Summit, NJ 07901 This role is an in-office position, Mon-Fri Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com. Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. \r\n\r\nFor more information, please visit simplicitygroup.com.

Location: Plano, TX, US

Posted Date: 1/9/2025