Job Title:
Financial Planning Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 12 2020
A highly regarded Registered Investment Advisor just outside of Boston is seeking a Financial Planning Associate. The ideal candidate will be a highly organized and motivated individual with at least 1 year of financial services experience and who is in pursuing their CFP designation. The Associate would assist the Director of Financial Planning and the firm's Wealth Management Group.

Position Responsibilities:
  • Prepare materials for current and prospective meetings/ client reviews
  • Maintain continual client communication to ensure an ongoing understanding of investment objectives and to address portfolio/ plan inquiries
  • Perform financial plan summaries
  • Update standard and ad hoc client reporting

Position Qualifications:
  • 1-3 years experience in financial planning or client services
  • Outstanding communication and presenting skills
  • Ability to form strong work relationships with clients and colleagues

Required Years of Experience:
Additional Info:
For More Information, CONTACT: Adam Cordeiro: | phone: 617-728-4100
Salary Range:


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