Financial Planning Analyst- Wealth Management

Location: Hybrid role based in Hingham, MA

Compensation: $105,000–$115,000 Base + Bonus

Position Overview:

Our client is seeking an experienced Financial Planning Analyst to support a team of financial advisors with comprehensive financial planning, investment analysis, case preparation, and ongoing client service. This individual will play an important role in developing financial plans, preparing recommendations, and ensuring advisors have the information and resources needed to deliver a high level of service to clients.

The ideal candidate has 4–6 years of experience in financial services or wealth management, strong analytical skills, and hands-on experience with financial planning software. We are looking for someone who is detail-oriented, intellectually curious, eager to learn, and interested in continuing to grow their career in financial planning.

Responsibilities:

• Gather, organize, and analyze financial information for client meetings and prospective client presentations.
• Develop comprehensive financial plans addressing retirement, investments, cash flow, insurance, and estate planning considerations.
• Prepare annual review materials, financial planning analyses, and investment proposals.
• Input and maintain client information within financial planning software, ensuring accuracy and completeness.
• Review financial plans and recommendations for accuracy before advisor presentations.
• Assist advisors with complex financial planning scenarios and client-specific analyses.
• Analyze investment portfolios and assist with asset allocation recommendations.
• Maintain accurate client records, planning documentation, and case notes.
• Collaborate with advisors and internal team members to ensure timely completion of financial planning deliverables.
• Serve as a resource to advisors on financial planning questions and client needs.
• Stay current on financial planning strategies, industry developments, and best practices.

Qualifications:

• 4–6 years of experience in financial planning, wealth management, or a related financial services role.
• Hands-on experience developing comprehensive financial plans and supporting financial advisors.
• Strong understanding of retirement planning, investment strategies, asset allocation, and general financial planning concepts.
• Experience with financial planning software such as eMoney, MoneyGuidePro, or similar platforms.
• CFP designation preferred but not required.
• Series 7, Series 63, and Life & Health Insurance licenses preferred.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work independently while collaborating with a team.
• Self-motivated, intellectually curious, and eager to continue learning and developing professionally.
• Professional, dependable, and committed to delivering high-quality work and client service.

What We're Looking For:

We are seeking someone who enjoys the analytical side of financial planning and takes pride in producing accurate, thoughtful work. The right individual will be comfortable working closely with advisors, asking questions, learning new concepts, and taking ownership of financial planning responsibilities.

This is an opportunity to join a collaborative wealth management team with the potential to expand responsibilities and grow professionally over time.