Job Title:
Wealth Planning Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 5 2019
Expires On:
Dec 6 2019
A wealth management and investment advisory firm in Boston is seeking a Wealth Planning Associate. This position includes detailed financial planning work and direct interaction with clients. Must be passionate about the financial planning profession! The qualified candidate possesses a Bachelor's degree with 2+ years of client service experience.

The Wealth Planning Associate will:
  • Prepare financial reports for client meetings
  • Collect, compile, and analyze data to produce financial summaries; research financial planning topics
  • Identify strategic planning issues and opportunities
  • Handle estate flow diagramming, cash flow analysis, and forecasting
The Wealth Planning Associate possesses the following qualifications:
  • Bachelor's degree
  • 2-5 years of financial services industry experience
  • Excellent organizational and time management skills
  • Strong quantitative and analytical skills

CONTACT: Adam Cordeiro: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:
$60-75K + Bonus


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