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Wealth Planning Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-07
Listing for:
SDL Search Partners
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Wealth Planning Associate (Remote Options)
National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.
This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.
Responsibilities:
- Generate client account reports and documents for service meetings
- Write comprehensive financial plans with recommendations and creative solutions
- Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
- Manage and distribute incoming client information
- Complete trades and new business submissions
- Monitor transactions and new business for completion and accuracy
- Complete Contact Manager notes and/or follow-up correspondence
Qualifications:
- CFP designation, or in process
- Bachelors degree in accounting, finance or equivalent
- Detail oriented
- Able to manage and prioritize many time-sensitive tasks simultaneously
Position Requirements
10+ Years
work experience
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