Job Title:
Wealth Planning Associate
Job Code:
5283AC
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jul 16 2019
Expires On:
Jul 19 2019
Responsibilities:
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
Qualifications:
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: AdamC@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115
Required Years of Experience:
2
Salary Range:
$60-75K + Bonus
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617.728.4100
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Boston, MA 02116