Wealth Planning Associate — High-Touch Client Experience

Masis Professional Group; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Masis Professional Group is seeking a Financial Planning Associate in Boston to support a select group of high-net-worth clients alongside senior advisors. You will contribute to the development and presentation of comprehensive financial plans and ongoing service delivery.

The role emphasizes client-facing interaction, data gathering, and coordinated planning activities within a collaborative wealth management team.

Qualifications

• 5+ years of financial planning or wealth management experience.
• Experience using financial planning software and CRM systems.
• Strong organizational skills with excellent attention to detail.
• Client-facing experience with communication and relationship management.

Responsibilities

• Partner with a Senior Client Advisor to support a designated book of clients by assessing needs and planning objectives.
• Gather and organize client data to develop comprehensive financial plans using planning software.
• Prepare client presentations, meeting materials, and planning analyses.
• Attend client meetings, take notes, and manage follow-up actions.
• Document all client interactions and CRM entries.
• Build strong client relationships and serve as a reliable point of contact.

Skills

Client communication

Relationship management

Attention to detail

Organization

Education

CFP designation preferred

Tools

Financial planning software

CRM systems

Job description

Masis Professional Group is seeking a Financial Planning Associate in Boston to support a select group of high-net-worth clients alongside senior advisors. You will contribute to the development and presentation of comprehensive financial plans and ongoing service delivery.

The role emphasizes client-facing interaction, data gathering, and coordinated planning activities within a collaborative wealth management team.