Analyst

About the Role

The Employee Financial Services (EFS) practice focuses on providing comprehensive financial planning services to large employee and executive groups, including the development and delivery of financial education workshops. EY's EFS practice is supported by nationally sponsored, world-class technology and tools with a consistent process to advise on retirement and benefit plans. There are no sales pressures or sales goals in this group. As you progress, you’ll become a trusted business advisor to your clients.

Key Responsibilities

• Acquire knowledge and expertise of specific benefit and retirement plans for existing and new client engagements.
• Conduct and/or participate in Financial Planning Line training, including engagement-specific training.
• Assist with new client engagements.
• Facilitate Financial Planning Line communications.
• Provide assistance to team members by sharing knowledge to develop and enhance service delivery.
• Work on multiple and challenging financial counseling engagements that serve clients' overall financial needs, using cutting-edge technology and working with team-oriented colleagues.
• Provide quality financial planning, primarily over the phone, which leads to long-term relationships.
• Demonstrate basic understanding of complex financial planning concepts, company-provided benefit plans (including stock option and income tax matters), and effectively convey this knowledge to various clients.
• Provide comprehensive financial counseling (primarily over the phone) and build lasting client relationships.
• Prepare and review comprehensive financial planning analyses for clients' financial state and determine guidance.
• Interact with HR benefit professionals through individual and company client meetings within a team environment to deliver quality integrated advisory services to clients while owning accounts and responsibilities.
• Assist in Financial Planning Line new business presentations, creating or testing new tools, and leveraging technology to continually maximize productivity.

Requirements & Tech Stack

• Commitment to learning in a tax technology environment.
• Proficient knowledge of automated tax processing systems and Microsoft Office.
• Willingness to travel as needed.
• Working in a balanced hybrid environment.

Qualifications

• Bachelor's degree.
• Tax or financial planning experience.
• Series 65 (or the ability to obtain within a reasonably mandated period of time).
• Strong analytical skills.
• Strong written/verbal communication skills.
• Strong interpersonal skills.
• Strong problem-solving ability.
• Strong attention to detail.

Ideally, You'll Also Have

• Valid CFP, CFA, CPA or active state bar membership preferred.
• Retirement or Financial Planning background with a Series 65 license or CFP.
• Experience in a call-center environment.