Hybrid Wealth Planning Analyst

Claire Myers Consulting; Woburn (MA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Claire Myers Consulting, a boutique wealth advisory firm in Massachusetts, is seeking a Financial Planning Analyst to join the planning team in a hybrid role based in Woburn, MA. You will build, update, and refine comprehensive financial plans, model complex scenarios, and translate results into actionable recommendations for clients.

Ideal candidates have 2–5 years of experience in financial planning, hold a Series 7 license and Life & Health Insurance license, and demonstrate strong

Qualifications

• 2–5 years of experience in financial planning, wealth management, or a related advisory environment.
• Series 7 license and Life & Health Insurance license required.
• Strong analytical and problem‑solving skills with the ability to translate data into recommendations.
• Highly proactive, organized, and able to manage multiple cases 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.
• Model planning scenarios: retirement, equity compensation, pensions, tax strategies.
• Develop planning recommendations based on goals, risk tolerance, and priorities.
• Prepare planning outputs, visuals, and summaries for advisors.
• Collaborate with Advisors, Portfolio Managers, Operations, and the planning team.
• Stay current on corporate benefits, compensation structures, and tax strategies.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Time management

Multitasking

Collaboration

Education

Series 7 license

Life & Health Insurance license

Job description

Claire Myers Consulting, a boutique wealth advisory firm in Massachusetts, is seeking a Financial Planning Analyst to join the planning team in a hybrid role based in Woburn, MA. You will build, update, and refine comprehensive financial plans, model complex scenarios, and translate results into actionable recommendations for clients.

Ideal candidates have 2–5 years of experience in financial planning, hold a Series 7 license and Life & Health Insurance license, and demonstrate strong