Position Title: Financial Advising Analyst
Location: Winston-Salem, NC
Employment Type: Full-Time (On-Site, In-Person)
Position Overview
We are seeking a dedicated and analytical Financial Advising Analyst to join our dynamic fee-only financial advisory firm. The ideal candidate will play a pivotal role in constructing comprehensive financial plans, drafting strategic recommendations, and actively participating in client meetings. This position offers an excellent opportunity for a critical thinker who thrives in a detail-oriented environment and is interested in growing professionally within the financial advisory industry.
About Scholar Financial Advising
Scholar Financial Advising is a Winston-Salem–based fee-only investment advisory firm delivering
fiduciary financial planning services. We provide customized plans through flat-fee, hourly, or
retainer-based engagements, ensuring our clients receive objective, transparent advice free from
commissions and by reducing conflicts of interest.
Guided by our Core Values —Client Commitment, Accountability, Collaboration, Innovation,
Resilience, Ethical Leadership, and Purpose—we are intentional in building authentic client relationships and sustainable impact through our team of financial experts and back-office support.
Our firm is rapidly growing, and our team is dedicated to success. The goal is to find the right person
who can leverage their experience to make an immediate impact on the clients and prospects we
work with daily, as well as on our team. We are driven to provide excellence in experiences across all
stages and interactions. From the very first impression to supporting long-term client relationships,
every touchpoint is important to our success.
Key Responsibilities
Financial Planning:
• Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management.
• Analyze client financial information to identify and prioritize short-term and long-term
financial goals.
• Draft detailed financial recommendations aligned with client objectives, adhering to the firm
standards and compliance regulations.
• Participate actively in client meetings, preparing necessary documents, and presenting
recommendations under the guidance of senior advisors.
• Follow up diligently on client action items and provide ongoing support to address financial
inquiries and adjustments.
• Maintain accurate and detailed documentation of client interactions, recommendations, and
planning outcomes.
Research and Analysis:
• Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial
products to support advisor recommendations.
• Continuously monitor industry trends, regulatory changes, and financial products to enhance
planning strategies and firm offerings.
Professional Development:
• Engage proactively in educational opportunities to expand financial planning expertise,
working towards obtaining a CFA or CFP designation.
• Contribute collaboratively to the team's knowledge base, sharing insights and best practices
to support firm-wide growth and client success.
Qualifications:
• Minimum 1-3 years of experience in financial planning, wealth management, or a related
financial services role.
• Demonstrated ability to build comprehensive financial plans and draft client-centric
recommendations.
• Completion of or working toward a CFA charter or CFP certification is strongly preferred.
• Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving.
• Strong interpersonal skills with the ability to effectively communicate complex financial
concepts to diverse client audiences.
• Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment.
Key Competencies
• Professionalism with strong interpersonal, written, and communication skills.
• Strong analytical and problem-solving skills, with the ability to interpret data insights and
optimize financial strategies accordingly.
• Attention to detail and efficiency
• Strong organizational and time management skills
• Team player with a collaborative mindset
Compensation and Benefits
• Salary commensurate with experience
• Paid Time Off (PTO) to support work-life balance
• Paid holidays according to the firm’s holiday calendar
• Retirement match: 6% to a 401(k) plan
• Healthcare stipend
Interviewing Process
There are six stages to our hiring process:
• Application review
• Invited to complete our Personality & Situational Assessment
• Zoom interviews (x3)
• Technical proficiency project
• On-site interview with team meet-and-greet
• Offer extended
Please submit:
• Cover letter addressing your experience and how you would add value to our team
• Resume
• List of 3 references related to previous positions in a related field or role