Wealth Planning Associate | Series 7 Required

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

Job summary

Not disclosed wealth management firm seeks an experienced Financial Planning Analyst to join its planning team. You will build, update, and refine comprehensive financial plans, model complex scenarios, and translate insights into clear client recommendations.

You will work closely with the Director of Planning and advisors to deliver accurate plans, maintain data quality, and manage multiple cases with attention to detail in a collaborative, client-focused environment.

Qualifications

• Strong analytical and problem-solving skills.
• Ability to translate complex data into clear recommendations.
• Excellent written and verbal communication.
• Collaborative approach with advisors and planning teams.

Responsibilities

• Build comprehensive financial plans for prospective clients.
• Update and refine plans for existing client reviews.
• Gather, organize, and analyze client financial information.
• Develop retirement income and distribution strategies.
• Incorporate employer benefits and compensation structures into plans.
• Prepare planning outputs and visuals for advisor presentations.
• Manage multiple planning cases with accuracy and deadlines.

Skills

Analytical thinking

Problem solving

Clear communication

Team collaboration

Education

Series 7 license

Life & Health Insurance license

Job description

Our client is a dynamic, boutique wealth management firm that helps clients navigate their financial lives through comprehensive planning, thoughtful advice, and long-term relationships. The firm provides holistic wealth management, investment advisory services, retirement planning, education funding strategies, and risk management.

They are adding a Financial Planning Analyst to join their growing planning team.

This is an excellent opportunity for someone who enjoys the technical and analytical side of financial planning and wants to deepen their expertise in a collaborative wealth management environment. Working closely with the Director of Planning and the firm's advisors, the Financial Planning Analyst will build, update, and refine comprehensive financial plans, model complex planning scenarios, and translate financial information into clear and actionable 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
• Retirement income and distribution strategies
• Equity compensation
• Pensions and employer retirement plans
• In-service rollovers
• Tax planning strategies
• Charitable giving
• Develop planning recommendations based on each client's goals, financial circumstances, risk tolerance, and priorities
• Review assumptions, projections, calculations, and client data to ensure plans are technically accurate
• Maintain a strong understanding of employer benefits and compensation structures within the firm's target markets
• Review corporate benefits packages and incorporate relevant benefits into client financial plans
• Prepare clear, organized planning outputs, visuals, and summaries that advisors can confidently present to clients
• Translate complex financial strategies into understandable recommendations and actionable next steps
• Prepare cases in advance of client meetings and ensure advisors have the necessary planning materials
• Manage multiple planning cases and deadlines while maintaining a high level of accuracy and attention to detail
• Track planning requests and proactively communicate the status of outstanding cases
• Collaborate with Advisors, Portfolio Managers, Operations, and other members of the planning team to ensure seamless client execution
• Continue developing expertise in corporate benefits, executive compensation, pensions, 401(k) plans, tax strategies, and other advanced financial planning topics
• Stay current on financial planning strategies, industry changes, and relevant employer benefit programs

Qualifications:

• 2–5 years of experience in financial planning, wealth management, or a related advisory environment
• Life & Health Insurance license required
• Series 7 license required
• Strong understanding of financial planning concepts and strategies
• Experience building, updating, or analyzing comprehensive financial plans
• Strong analytical and problem-solving skills
• Ability to work with complex financial data and translate it into clear recommendations
• Highly proactive and organized with exceptional attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple cases, priorities, and deadlines simultaneously
• Strong sense of ownership and follow-through
• Collaborative approach and ability to work closely with advisors, portfolio managers, operations, and other members of the planning team
• Genuine interest in continuing to develop technical financial planning expertise

What Success Looks Like:

The Financial Planning Analyst will play an important role in ensuring advisors are fully prepared to deliver thoughtful and comprehensive advice to clients. Success in this position means producing accurate, high-quality financial plans on time, anticipating planning needs, and providing advisors with clear analysis they can confidently use in client conversations.

As the Analyst develops, they will become a go-to technical planning resource with deeper expertise in areas such as executive compensation, employer benefits, retirement planning, and tax strategies.

Compensation:

• Base Salary: $80,000–$100,000, commensurate with experience
• Bonus: Approximately 10% based on individual and firm performance