Job Title:
Financial Planning Associate
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 26 2023
Expires On:
Mar 31 2023

  • Work with advisors on select group of clients to assess needs, goals, and planning issues.
  • Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.
  • Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.
  • Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.
  • Coordinate the preparation of various client related reports for both internal and external use
  • Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status
  • Document all client communication in CRM and assign tasks as necessary.
  • Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
  • Organize and enter data into financial planning software or customized spreadsheets.
  • Research client-specific issues.
  • Assist with a variety of financial planning related projects.
  • Research financial planning topics and related issues, prepare summaries and present to the firm's advisors.
  • CFP® or Registered Paraplanner designation
  • 3-5 years of relevant experience required
  • Bachelor's Degree from an accredited college or university
  • Proficient with Microsoft Office (Word, PowerPoint and Excel)
  • Team player with excellent client service focus
  • Strong written and communication skills
  • Excellent organization and time management skills
  • Ability to work independently and in a team-based environment
  • Energetic and motivated to learn
  • Ethical and trustworthy
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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