Financial Planning Data Analyst

About Coastal Wealth

Coastal Wealth is a leading financial planning firm and an agency within MassMutual, a Fortune 500 company with a 170+ year history of helping people secure their financial future. Our mission is to deliver comprehensive, client-centric financial planning solutions with integrity, innovation, and care. We foster an inclusive culture that values collaboration, professional growth, and diversity.

The Opportunity

Are you detail-oriented, tech-savvy, and passionate about helping people achieve financial confidence? As a Financial Planning Data Analyst, you’ll play a critical role in supporting advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. This position is ideal for someone who thrives in a fast-paced environment, values precision, and enjoys being the backbone of a client-focused planning process.

What You’ll Do

• Data Management & Analysis: Enter and validate client data in financial planning software (eMoney, RightCapital) and ensure accuracy for compliance purposes.
• Plan Development Support: Assist with plan design, scenario modeling, and strategy recommendations aligned with client goals.
• Workflow Coordination: Manage case flow between advisors, planners, and consultants to ensure timely delivery of plans and smooth communication.
• Compliance & Quality Assurance: Conduct IGO/NIGO reviews and maintain adherence to FINRA and internal compliance standards.
• Client Experience Enhancement: Prepare presentations and reports that simplify complex concepts for clients and advisors.
• Continuous Improvement: Research and recommend process enhancements and technology solutions to improve efficiency and accuracy.

What We’re Looking For

Minimum Qualifications

• High School diploma or equivalent.
• 2+ years of experience in financial services or insurance industry.
• 1+ year of customer service experience.

Preferred Qualifications

• Bachelor’s degree in finance, economics, or related field.
• Experience supporting financial advisors or clients in planning processes.
• Familiarity with eMoney or similar financial planning software.
• Prior experience as a paraplanner.
• Progress toward CFP® designation.
• Strong organizational skills and attention to detail.
• Proficiency in MS Office Suite and advanced Excel skills.
• Ability to analyze data and make sound business decisions.

Why Join Coastal Wealth?

• Be part of a MassMutual-affiliated firm with a reputation for excellence.
• Access mentorship, training, and CFP® support for career growth.
• Opportunities to work on complex planning cases and learn from industry experts.
• Competitive compensation, benefits, and professional development programs.

Equal Opportunity Employer We value diversity and are committed to creating an inclusive environment for all employees.