Financial Planning Analyst — Exec Comp & Wealth Strategy

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

Job summary

CMC Recruiting's client, a boutique wealth management firm in Massachusetts, seeks a Financial Planning Analyst to build and refine comprehensive plans, model complex scenarios, and translate financial information into actionable recommendations for advisors and clients.

Working with the Director of Planning and advisors, you will address retirement and tax strategies, employer benefits, and executive compensation while developing technical planning expertise.

Qualifications

• 2-5 years of experience in financial planning, wealth management, or 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
• Strong analytical and problem-solving skills
• Ability to translate complex financial data into clear recommendations
• Highly proactive and organized with exceptional attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple cases, priorities, and deadlines

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
• Equity compensation
• Pensions and employer retirement plans
• In-service rollovers
• Tax planning strategies
• Charitable giving
• Develop planning recommendations based on client goals and risk tolerance
• Review planning assumptions and calculations for accuracy
• Maintain understanding of employer benefits and compensation structures
• Prepare planning outputs, visuals, and summaries for advisors
• Translate complex strategies into understandable recommendations
• Prepare cases ahead of client meetings and ensure materials are available
• Manage multiple planning cases and deadlines with high accuracy
• Collaborate with Advisors, Portfolio Managers, Operations, and planning team
• Stay current on corporate benefits, executive compensation, pensions, and tax strategies
• Continue developing expertise in employer benefits and planning topics
• Stay updated on industry changes and benefit programs

Skills

Analytical skills

Communication

Financial modeling

Collaboration

Education

Series 7 license

Life & Health Insurance license

Job description

CMC Recruiting's client, a boutique wealth management firm in Massachusetts, seeks a Financial Planning Analyst to build and refine comprehensive plans, model complex scenarios, and translate financial information into actionable recommendations for advisors and clients.

Working with the Director of Planning and advisors, you will address retirement and tax strategies, employer benefits, and executive compensation while developing technical planning expertise.