Financial Planning Associate

Masis Professional Group; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Masis Professional Group is seeking a Financial Planning Associate in Boston to support a select group of high-net-worth clients alongside senior advisors. You will contribute to the development and presentation of comprehensive financial plans and ongoing service delivery.

The role emphasizes client-facing interaction, data gathering, and coordinated planning activities within a collaborative wealth management team.

Qualifications

• 5+ years of financial planning or wealth management experience.
• Experience using financial planning software and CRM systems.
• Strong organizational skills with excellent attention to detail.
• Client-facing experience with communication and relationship management.

Responsibilities

• Partner with a Senior Client Advisor to support a designated book of clients by assessing needs and planning objectives.
• Gather and organize client data to develop comprehensive financial plans using planning software.
• Prepare client presentations, meeting materials, and planning analyses.
• Attend client meetings, take notes, and manage follow-up actions.
• Document all client interactions and CRM entries.
• Build strong client relationships and serve as a reliable point of contact.

Skills

Client communication

Relationship management

Attention to detail

Organization

Education

CFP designation preferred

Tools

Financial planning software

CRM systems

Job description

A well-established Registered Investment Advisor (RIA) is seeking a Financial Planning Associate to join its growing wealth management team in Boston.

This role is ideal for an experienced financial planning professional who enjoys working directly with clients, building comprehensive plans, and partnering closely with senior advisors to deliver a high-touch client experience.

Position Overview

The Financial Planning Associate will work alongside a Senior Client Advisor to support a select group of high-net-worth clients with financial planning, relationship management, and ongoing service needs.

Key Responsibilities

• Partner closely with a Senior Client Advisor to support a designated book of clients by assessing financial needs, goals, and planning objectives
• Gather and organize client data to develop comprehensive financial plans using financial planning software
• Prepare client presentations, meeting materials, and planning analyses
• Attend client meetings, take detailed notes, and manage follow-up action items
• Document all client interactions, meeting notes, and tasks within the CRM system
• Build strong client relationships and serve as a reliable point of contact for client requests and questions
• Assist in delivering a seamless and high-quality client experience throughout the planning process

Qualifications

Required:

• 5+ years of financial planning or wealth management experience
• Experience using financial planning software and CRM systems
• Strong organizational skills with excellent attention to detail
• Client-facing experience with strong communication иnd relationship management skills

Preferred:

• CFP® designation or active progress toward completion

Why Join

• Join a respected and established RIA with a collaborative team environment
• Opportunity to work closely with senior advisors and deepen client relationships
• Strong platform for continued career growth within wealth management and financial plannin