Financial Planning Analyst - Wealth Management & Retirement

CMC Recruiting; Woburn (MA); Presencial; USD 80.000 - 100.000; Jornada completa

Descripción de la vacante

Not disclosed wealth management firm seeks an experienced Financial Planning Analyst to join its planning team. You will build, update, and refine comprehensive financial plans, model complex scenarios, and translate insights into clear client recommendations.

You will work closely with the Director of Planning and advisors to deliver accurate plans, maintain data quality, and manage multiple cases with attention to detail in a collaborative, client-focused environment.

Formación

• Strong analytical and problem-solving skills.
• Ability to translate complex data into clear recommendations.
• Excellent written and verbal communication.
• Collaborative approach with advisors and planning teams.

Responsabilidades

• Build comprehensive financial plans for prospective clients.
• Update and refine plans for existing client reviews.
• Gather, organize, and analyze client financial information.
• Develop retirement income and distribution strategies.
• Incorporate employer benefits and compensation structures into plans.
• Prepare planning outputs and visuals for advisor presentations.
• Manage multiple planning cases with accuracy and deadlines.

Conocimientos

Analytical thinking

Problem solving

Clear communication

Team collaboration

Educación

Series 7 license

Life & Health Insurance license

Descripción del empleo

Not disclosed wealth management firm seeks an experienced Financial Planning Analyst to join its planning team. You will build, update, and refine comprehensive financial plans, model complex scenarios, and translate insights into clear client recommendations.

You will work closely with the Director of Planning and advisors to deliver accurate plans, maintain data quality, and manage multiple cases with attention to detail in a collaborative, client-focused environment.