Description

We are currently seeking a Planning Analyst to join our team. This role is based in Cincinnati, Ohio, United States. As a Planning Analyst, you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for someone looking to make a substantial impact in the financial industry.

Responsibilities:

• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.

• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.

• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.

• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.

• Proactive collaboration with team members to maintain a positive, productive team environment.

Requirements

• 2 years’ experience in a financial planning role

• Series 7 and 66 licenses

• The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail.

• Strong analytical, organizational, and project management skills.

• Excellent communication skills and the ability to collaborate well on a team.

• Good command of Microsoft Office and comfort learning and using complex planning software.

• Bachelor's degree, or equivalent, with a Finance or Planning focus a plus.

• CFP designation a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .