Wealth Planning Associate

Wealth Planning AssociateBoston, Massachusetts, United StatesAbout the Job Wealth Planning AssociateWealth 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 meetingsWrite comprehensive financial plans with recommendations and creative solutionsAnalyze client investment portfoliosReview prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrationsManage and distribute incoming client informationComplete trades and new business submissionsMonitor transactions and new business for completion and accuracyComplete Contact Manager notes and/or follow-up correspondenceQualifications:CFP designation, or in processBachelors degree in accounting, finance or equivalentExcellent written communication skillsDetail orientedAble to manage and prioritize many time-sensitive tasks simultaneouslyTeam playerOr refer someone