Senior Financial Planning Associate

Talent Mappers; Boston (MA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Generous paid time off & holidays

Job summary

Talent Mappers is seeking an Associate Financial Planner in the Boston area to support Wealth Advisors in delivering comprehensive wealth management services to high-net-worth clients. The role involves preparing financial plans, investment analyses, tax and estate reviews, and client meeting materials while gathering and analyzing client data.

The ideal candidate is a CFP® professional with strong analytical skills, excellent attention to detail, and a proactive approach to supporting clients

Qualifications

• Minimum 3 years of experience in financial planning or wealth management.
• CFP professional required; strong analytical and organizational abilities.
• Proficiency with Microsoft Excel and Microsoft Office Suite.
• Ability to maintain confidentiality and integrity in client service.
• Proactive, detail-oriented, and able to take ownership of projects.

Responsibilities

• Prepare financial plans, investment analyses, tax and estate planning reviews, and client meeting materials.
• Gather and analyze client data and coordinate follow-up actions.
• Support Wealth Advisors and associates in delivering comprehensive wealth management services.
• Document task items and coordinate client service execution.
• Attend networking events and build relationships within the community.

Skills

Excel proficiency

Attention to detail

Analytical skills

Communication skills

Confidentiality

Team player

Ownership mindset

Education

CFP certification

Tools

Microsoft Office

Job description

We are seeking a detail-oriented and client-focused Associate Financial Planner to support the delivery of comprehensive wealth management services to high-net-worth clients. This role partners closely with Wealth Advisors to prepare financial plans, investment analyses, tax and estate planning reviews, and client meeting materials. The individual will play an integral role in gathering and analyzing client data, coordinating follow-up actions, and ensuring a seamless client service experience. As part of a collaborative advisory team, the candidate will continue to deepen their financial planning expertise, gain exposure to complex wealth management strategies, and gradually assume greater responsibility for client relationships and planning initiatives. The ideal candidate is a CFP® professional with strong analytical skills, attention to detail, and a proactive approach to supporting both clients and advisors while building their presence within the professional and local community.

Responsibilities:

• Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• Brings forth observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements:

• Minimum of 3 years’ experience
• Proficiency in Microsoft Office, especially Excel
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
• Financial planning and investment principles, including processes and procedures
• Proficiency with back-office process and custodians
• Performance-based bonus opportunity
• Medical, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Hybrid work schedule with 4 days in-office