Associate Financial Planner Job in Westborough, Massachusetts US
Growing, independent Wealth Management firm in Westborough, MA is looking to add a motivated Associate Financial Planner to our team. This position provides financial planning support to all advisors in our firm as well as presenting and reviewing financial plans and the associated recommendations with clients.
This person will be expected to:
- Work directly with the Senior Financial Planner in all day to day financial planning operations
- Organize, gather, input, and report on clients financial data
- Assist firm advisors with the Financial Planning needs for their current and prospective clients
- Present recommendations to advisors, automate the yearly financial plan review process for them
- Recognize opportunities to expand our services to clients during Financial Planning Analysis and recommend all ancillary services
- Monitor and re-evaluate financial plans on an ongoing basis, streamlining the financial planning process
- Analyze prospective client’s current situation and present comprehensive recommendations to them
- Assist Investment Analyst with research, asset allocation build outs, modeling and reporting
3-6 years of experience is required. CFP® designation (or currently scheduled to sit for the exam) along with Securities licenses 7 and/or 63 is also required. Experience in insurance, financial planning software, investment research, mutual fund screening, allocation build outs, and assistance in procuring clients is essential. Candidates must have outstanding verbal and written communication skills, as well as impressive academic qualifications.
This is a great opportunity for a motivated person to join an independent team and work directly with an experienced Certified Financial Planner®. Auto travel in the New England area will be required. Compensation will be based on experience and education. We offer an excellent benefit package and retirement plan.
Please email your resume to info@ccrwealth.com for consideration.