Client-Focused Financial Planning Associate | Growth to CFP

TFC Financial Management; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Paid training

Professional development assistance

Referral program

Job summary

TFC Financial Management in Boston seeks an assistant to senior client advisors to support financial planning for individuals and families. You will help gather data, input plans, schedule meetings, and prepare follow-ups.

You'll document client communications in CRM, coordinate data from attorneys and accountants, and help build comprehensive financial plans using planning software with a focus on accuracy and client service.

Qualifications

• CFP® or IAR designation expected within 18 months of hire.
• Bachelor’s Degree from an accredited college or university.
• 3 years of financial planning experience required.
• Proficient with Microsoft Office (Word, PowerPoint and Excel).
• Strong written and communication skills; client service focus.
• Ability to work independently and in a team-based environment.

Responsibilities

• Work with advisors on a select group of clients to assess needs, goals and planning issues.
• Prepare for and attend client meetings, document notes and complete follow-ups in CRM.
• Coordinate data gathering from clients, attorneys, accountants and other professionals.
• Build comprehensive financial plans using planning software and related tools.
• Prepare client reports for internal and external use.
• Document client communications in CRM and assign tasks as needed.
• Coordinate the planning process and ensure data quality in systems.
• Become subject matter expert of financial planning tools and software.
• Research client-specific issues.

Skills

Client service focus

Written & verbal communication

Organizational skills

Time management

Team player

Education

CFP® or IAR designation within 18 months

Bachelor’s Degree

Tools

Microsoft Office

Job description

TFC Financial Management in Boston seeks an assistant to senior client advisors to support financial planning for individuals and families. You will help gather data, input plans, schedule meetings, and prepare follow-ups.

You'll document client communications in CRM, coordinate data from attorneys and accountants, and help build comprehensive financial plans using planning software with a focus on accuracy and client service.