Wealth Planning Associate – Hybrid, Path to Service Advisor

Claire Myers Consulting; Woburn (MA); Híbrido; USD 80 000 - 110 000; Tempo integral

Resumo da oferta

Claire Myers Consulting in Woburn, MA is seeking an Associate Advisor to support an advisory team and develop toward greater client responsibility. This hybrid role with a two-year developmental path offers hands-on client planning experience and close collaboration with Lead Advisors.

The Associate Advisor will prepare meetings, update planning documents, and coordinate follow-through across advisory, planning, and operations teams.

Qualificações

• 1–2 years of experience in financial planning, wealth management, or a related advisory role.
• Life & Health Insurance license required.
• Series 7 license required.
• Strong interest in financial planning and a long-term career as an advisor.
• Proactive, organized, and detail-oriented.
• Strong written and verbal communication skills.
• Ability to own client and advisor follow-through.
• Comfortable interfacing with clients and building relationships.
• Willingness to learn the rationale behind financial planning recommendations.
• Collaborative across advisory, planning, and operations teams.
• CFP certification strongly encouraged for advancement.

Responsabilidades

• Support Lead Advisors in managing up to ~200 client relationships.
• Prepare for client meetings by reviewing financials and planning items.
• Ensure Lead Advisors are briefed for meetings.
• Create and update planning documents, questionnaires, presentations, and materials.
• Identify missing information and opportunities in financial planning.
• Finalize meeting notes, CRM entries, and follow-up communications.
• Address client questions and coordinate across teams.
• Maintain accurate client data across CRM and planning folders.
• Update asset, account, and planning information as circumstances change.
• Assist with planning conversations involving 401(k)s, deferred comp, HSAs, and company stock.
• Serve as a resource for clients between meetings.
• Learn the reasoning behind recommendations and improve advisor judgment.
• Increase client-facing responsibilities as experience grows.
• Demonstrate ownership to complete actions.

Conhecimentos

Communication skills

Proactive

Organized

Detail-oriented

Ownership mindset

Teamwork

Formação académica

Series 7 license

Life & Health Insurance license

CFP certification encouraged

Descrição da oferta de emprego

Claire Myers Consulting in Woburn, MA is seeking an Associate Advisor to support an advisory team and develop toward greater client responsibility. This hybrid role with a two-year developmental path offers hands-on client planning experience and close collaboration with Lead Advisors.

The Associate Advisor will prepare meetings, update planning documents, and coordinate follow-through across advisory, planning, and operations teams.