Wealth Planning Associate - Hybrid (4 days in-office)

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

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