Financial Planning Analyst — Advanced Wealth Strategy

CMC Recruiting; Woburn (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

CMC Recruiting is seeking a Financial Planning Analyst for a boutique wealth management firm in the United States. The role focuses on building, updating, and refining comprehensive financial plans, modeling complex scenarios, and translating financial information into clear recommendations for clients.

You will work closely with the Director of Planning and advisors to ensure accurate, high-quality plans and actionable next steps, while expanding expertise in corporate benefits, executive

Qualifications

• 2–5 years of experience in financial planning, wealth management, or a related advisory environment
• Life & Health Insurance license required
• Series 7 license required
• Strong understanding of financial planning concepts and strategies
• Experience building, updating, or analyzing comprehensive financial plans

Responsibilities

• Build comprehensive financial plans for prospective clients
• Update and refine financial plans for existing client reviews
• Gather, organize, and analyze client financial information
• Retirement income and distribution strategies
• Tax planning strategies
• Develop planning recommendations based on each client's goals and risk tolerance
• Prepare cases in advance of client meetings and ensure advisors have the necessary planning materials
• Collaborate with Advisors, Portfolio Managers, Operations, and other planning team members

Skills

Financial planning concepts

Analytical thinking

Communication skills

Project management

Education

Life & Health Insurance license

Series 7 license

Job description

CMC Recruiting is seeking a Financial Planning Analyst for a boutique wealth management firm in the United States. The role focuses on building, updating, and refining comprehensive financial plans, modeling complex scenarios, and translating financial information into clear recommendations for clients.

You will work closely with the Director of Planning and advisors to ensure accurate, high-quality plans and actionable next steps, while expanding expertise in corporate benefits, executive