One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting).
Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit.
Compensation / Benefits:
Strong base pay
Annual Bonus
401k match
Opportunities for growth, promotion, & professional development
Fantastic team & a dynamic environment
Great company benefits & perks
Key Responsibilities:
Work closely with Portfolio Managers/Leadership to develop tailored financial plans for clients
Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and information gathering process
Build relationships with clients through authentic support and guidance
Complete financial plans, investment reports, tax and estate analysis
Liaise with product providers to obtain quotes, projections, and product information
Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting)
Gather, input, and analyze client data to develop tailored recommendations
Perform scenario modeling, stress testing, and asset allocation analysis
Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances
Prepare and organize client-facing presentation materials
Monitor industry trends and regulatory changes to support compliant advice
Skills & Qualifications:
2-10 years of experience in Wealth Management, FS Clients Services, or related
Bachelor's degree in Finance, Accounting, or related
CFP or CFP track required
Positive, collaborative attitude/team-player
Interest in growth, and professional development within the firm
Numbers & Facts
Location
Boston, Massachusetts
Skills
Accountingunmatched
Analysis Skillsunmatched
Certified Financial Planner (CFP)unmatched
Compensation and Benefitsunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Analysisunmatched
Data Collectionunmatched
Financeunmatched
Financial Planningunmatched
Industry/Trade Analysisunmatched
Investment Managementunmatched
Investment Reportingunmatched
Leadershipunmatched
Legalunmatched
Regulationsunmatched
Rich Internet Application (RIA)unmatched
Sales Presentationunmatched
Stress Modelingunmatched
Stress Testingunmatched
Tax Accountingunmatched
Team Playerunmatched
Wealth Managementunmatched
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