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Financial Planning and Advisor Support Specialist (MA)

Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client’s financial plans and other analysis documents, we would like to talk to you! Our dynamic, fast-paced wealth management firm in Needham, MA is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise!

Minimum Requirements

  • High level of communication and follow-through skills
  • Strong organizational skills
  • Motivated and driven by reaching goals and growth
  • Financial Industry knowledge/experience preferred
  • Experience with MS Office and Salesforce preferred
  • Ability to meet deadlines and attention to detail
  • 4 Year college degree in business or finance

Position Responsibilities

  • Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
  • Prepare documents for upcoming review appointments with existing clients.
  • Manage Salesforce data & ensure records are kept.
  • Produce additional analysis reports for advisors as requested.
  • Maintain accurate filing records to satisfy federal regulator requirements.
  • Support the client service department with any additional tasks.

    Employment Type: Full-time


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