Barnum Financial Group seeks a Case Design Analyst in Shelton, CT, to support financial advisors and the Wealth Strategies Division with financial planning analysis, product illustrations, and proposal development.
What you’ll do
Liaise between financial advisors, clients, and the Wealth Strategies Division throughout the case design process
Support financial planning analysis and product illustrations
Identify sales opportunities
Help develop recommendations and proposals
Work independently while impacting team results
Meet concurrent project deadlines in a fast-paced environment
What you’ll need
Strong computer skills
Excellent communication skills
Outstanding writing and research skills
Highly organized to meet concurrent project deadlines
Knowledge of financial plan-based software
Fully licensed with 1+ years of experience; ability to assimilate new data quickly and multitask
Original job description
Barnum Financial Group is hiring a Case Design Analyst to liaise between financial advisors, their clients, and the Wealth Strategies Division throughout the case design process. The role supports financial planning analysis and product illustrations, identifies sales opportunities, and helps develop recommendations and proposals.Ability to work…