Financial Analyst

As a Financial Analyst at Alphanso, you will have the opportunity to support advisory and research functions by working closely with senior advisors, conducting in-depth market research, and generating insights that shape client strategies. This role will allow you to grow in a high-impact, client-focused environment. Key Responsibilities: - Analyze investment, tax, and estate planning strategies. - Assist advisors in building comprehensive financial plans for clients. - Research asset classes, ETFs, bonds, and broader market trends. - Prepare reports, memos, and client presentations. - Collaborate with product teams to transform financial insights into actionable strategies. Qualifications Required: - Mandatory: CFP or CFA Level III certification. - Strong analytical and financial modeling skills (Excel proficiency required). - Prior financial analysis or advisory experience is a plus. - Excellent communication skills with a client-first mindset. About Alphanso: Alphanso is a flat-fee, fiduciary wealth management platform that blends the expertise of seasoned advisors with advanced technology. They empower professionals and families to manage investments, taxes, estate, and more - transparently and without hidden costs. If you are interested in this full-time or part-time opportunity, you can apply directly via email to vatsala.agnihotri@alphanso.ai with the subject line "Financial Analyst - Alphanso - [Full-time / Contractual]" and attach your updated resume for consideration.,