Current Open Positions

Financial Planning Analyst

Location: Waltham, MA

· Prepare financial plans – Data gathering, evaluation, organization, and input. Process handling of individual product solutions (run planning software and facilitate interaction with support groups).

· Communicate with clients regarding their financial situations and objectives.

· Prepare strategic documentation for client appointments.

· Interact with prospective clients through appointments and working sessions.

· Utilize financial planning software to gather, input, organize, and evaluate data (i.e., client financial statements and relevant documents), and prepare the following financial recommendations for the client:

· Summaries of the client’s goals and objectives, cash flow and balance sheet, and financial gaps.

· Summary of miscellaneous financial planning techniques the client should be aware of or consider.

· Calculations summarizing the client’s risk management needs, including disability and life insurance.

· Calculations summarizing the client’s liquidity and survivor’s income needs in the event of a premature death.


· Ability to understand financial planning concepts, recognize/read personal and corporate financial documents,

take direction, “brainstorm” with financial advisor, and facilitate interaction with outside resources.

· Strong analytical skills with background in computer systems, mathematics, economics, or finance preferred.

· Excellent listening, oral, and written communication skills, including presentation and interpersonal skills.

· Strong client-focus with ability to independently and proactively analyze and resolve customer service issues in a timely manner.


· Four-year college degree in Finance, Accounting or Math.

· 3 years experience working on financial plans, investment background (mutual funds, annuities) or life insurance concepts.

·FINRA Series 7, 63 and 65, or 66 a plus, or willingness to acquire them.

· Industry designation(s) a plus (CLU®, ChFC®, etc.).

· Prior work experience in the Investment Advisory business preferred.



· Full Time, 40 Hours per week Monday-Friday, 8:30 a.m. to 5:00 p.m.


Work Location:

· Potential to transition into a hybrid remote schedule where work from home days are possible.