Wealth Planning Associate

Wealth Planning Associate

Boston, Massachusetts, United States

About the Job Wealth Planning Associate

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

• Generate client account reports and documents for service meetings
• Write comprehensive financial plans with recommendations and creative solutions
• Analyze client investment portfolios
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
• Manage and distribute incoming client information
• Complete trades and new business submissions
• Monitor transactions and new business for completion and accuracy
• Complete Contact Manager notes and/or follow-up correspondence

Qualifications:

• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Excellent written communication skills
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously
• Team player

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