Wealth Planning Associate

SDL Search Partners; Boston (MA); Remote; USD 60,000 - 85,000; Full time

Job summary

A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting. This position allows for remote work opportunities.

Qualifications

• CFP designation, or in process.
• Able to manage and prioritize many time-sensitive tasks simultaneously.
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously

Responsibilities

• Generate client account reports and documents for service meetings.
• Write comprehensive financial plans with recommendations and creative solutions.
• Review prior meeting notes and correspondence to complete meeting agendas.
• Manage and distribute incoming client information.
• Complete trades and new business submissions.
• Monitor transactions and new business for completion and accuracy.
• Complete Contact Manager notes and/or follow-up correspondence.

Skills

Detail oriented

Time management

Communication

Education

Bachelor's degree in accounting, finance or equivalent

Bachelor's degree in accounting/finance or equivalent

Job description

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

• Generate client account reports and documents for service meetings
• Write comprehensive financial plans with recommendations and creative solutions
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
• Manage and distribute incoming client information
• Complete trades and new business submissions
• Monitor transactions and new business for completion and accuracy
• Complete Contact Manager notes and/or follow-up correspondence

Qualifications:

• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously