Job Title:
Financial Planning Associate
Job Code:
6729LT
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Nov 24 2021
Responsibilities:
Boston-Area Wealth Management Firm is currently seeking a Financial Planning Associate to add to their growing team! The individual in this role will work collaboratively with the firm's Financial Advisors to client its clients' financial plans.

Position Responsibilities:

  • Provide support to Financial Advisors/ Wealth Managers with the development of comprehensive financial plans and asset allocations for firm clients
  • Develop strong knowledge regarding products and services utilized by Minot Wealth in its client portfolios and be proficient in creating and implementation of plans
  • Assist in the preparation and updating of client information, financial schedules, investment modeling scenarios, presentations, and client meeting agendas for client reviews
  • Attend and contribute to meetings with clients and other professionals while providing written follow-up to client meetings
Qualifications:
Position Qualifications:

  • Bachelor's Degree
  • Strong eMoney Advisor knowledge
  • CFP, or progress towards the CFP designation
  • 3+ years of relevant experience
  • Excellent written and oral communication skills
Required Years of Experience:
3
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
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