Wealth Management: Technical Financial Planning Analyst

CMC Recruiting; Woburn (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

CMC Recruiting is seeking a Financial Planning Analyst for a boutique wealth management firm in the Boston area. The role focuses on building and refining comprehensive financial plans, modeling scenarios, and translating complex data into actionable recommendations for advisors and clients.

The ideal candidate will have 2–5 years of financial planning experience, hold a Series 7 license, and possess strong analytical and communication skills to support retirement, tax, and benefit planning

Qualifications

• 2–5 years of experience in financial planning, wealth management, or related advisory environment.
• Life & Health Insurance license required.
• Series 7 license required.
• Strong understanding of financial planning concepts and strategies.
• Ability to translate complex data into clear recommendations.

Responsibilities

• Build comprehensive financial plans for prospective clients.
• Update and refine financial plans for existing client reviews.
• Gather, organize, and analyze client financial information.
• Develop planning recommendations based on client goals and risk tolerance.
• Prepare planning outputs, visuals, and summaries for advisors.

Skills

Financial planning

Analytical skills

Communication

Time management

Team collaboration

Job description

CMC Recruiting is seeking a Financial Planning Analyst for a boutique wealth management firm in the Boston area. The role focuses on building and refining comprehensive financial plans, modeling scenarios, and translating complex data into actionable recommendations for advisors and clients.

The ideal candidate will have 2–5 years of financial planning experience, hold a Series 7 license, and possess strong analytical and communication skills to support retirement, tax, and benefit planning