Financial Planning Associate

Location
Sandwich, Massachusetts
Salary
Salary plus bonus
Posted
Aug 31, 2020
Closes
Sep 25, 2020
Employment Type
Contract
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

Cambridge cape Cod Advisors, a successful fee-only wealth management firm needs a qualified associate to service existing clientele and accelerate growth. Candidate will be mentored by CFP/Principal with 4 decades of experience.

Position: Financial Planning Associate 

Location:  Sandwich, Ma.

Responsibilities/Job Description:

• Work closely with and learn directly from CFP/Principal to prepare for assuming advisor responsibilities

• Regular communication with clients and custodians

• Analyze multi-year cash flow projections for clients involving taxable distributions from mutual funds, stock option exercises, multiple income sources, and withdrawals from retirement accounts

• Assist in marketing efforts and ultimately assume client ownership

• Implement optimal asset allocations and portfolio rebalancing based on client risk-tolerance, cash needs, and tax efficiency of assets within taxable and tax-deferred accounts

• Design and build Excel spreadsheets to convey critical cash flow information and increase quality and efficiency of client performance reporting

• Assist CEO in evaluating and selecting integrated technology solutions including CRM, financial planning, performance reporting, tax management, portfolio rebalancing, and website.

Qualifications/Experience:

• Passed CFP exam or preparing to take exam

• Relevant employment experience

• Ability to manage client relationships with excellent oral and written communication skills

• Competence in analyzing and solving complex, multi-faceted problems

PLEASE SUBMIT A COVER LETTER AND RESUME FOR CONSIDERATION