Junior Financial Planner: Data-Driven & Client-Focused

Heritage Financial Services, LLC; Westwood (MA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

15 Days of PTO

11 paid holidays including Day after Thanksgiving

Job summary

A financial advisory firm in Westwood is seeking an entry-level Associate Financial Planner to join their planning team. The role involves creating and updating financial plans, performing detailed financial analyses, and collaborating across departments. Candidates should possess a Bachelor's degree, have strong attention to detail, and be adept in Excel. The firm offers competitive salaries ranging from $80,000 to $95,000 along with PTO and paid holidays.

Qualifications

• Bachelor's Degree in relevant field is required.
• Basic understanding of personal finance concepts is a must.
• CFP® designation or willingness to obtain it is needed.

Responsibilities

• Update eMoney for new client accounts.
• Accurately extract data into key client reports.
• Perform in-depth financial strategy analysis.
• Provide ad-hoc reporting to Wealth Management Teams.
• Collaborate with other departments to improve processes.

Skills

Attention to detail

Excel proficiency

Eagerness to learn

Education

Bachelor's Degree

Tools

eMoney

Holistiplan

Job description

A financial advisory firm in Westwood is seeking an entry-level Associate Financial Planner to join their planning team. The role involves creating and updating financial plans, performing detailed financial analyses, and collaborating across departments. Candidates should possess a Bachelor's degree, have strong attention to detail, and be adept in Excel. The firm offers competitive salaries ranging from $80,000 to $95,000 along with PTO and paid holidays.