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Financial Planning Associate

New England Private Wealth Advisors, LLC
Wellesley, Massachusetts
Closing date
Oct 22, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
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We are seeking a motivated, passionate professional with exceptional people and communication skills to join our financial planning and investment advisory team. Our wealth management firm has a growing base of “fee only” high net worth clients who we serve on a continuous basis. We nurture relationships by working closely with clients and guiding them through their financial life as well as respond to changes in their lives by building an individualized plan that is right for them. We pride ourselves on our team-oriented environment, collaborative approach and high touch client service capabilities.

The ideal candidate for this position wants to be part of a successful, tight-knit wealth management team and is dedicated to continuing development of their financial planning and investment management skills. Commitment to being a fiduciary and providing the highest standard of client care are essential.

The financial planning associate will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Responsibilities include:

  • Responsible for the preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Work closely to support senior advisor with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.

Desired Skills and Experience

A successful candidate will be hard working, detail oriented, highly organized and a problem solver with strong communication skills. Strong proficiency with Microsoft Office and the ability to adapt to new technology and procedures are crucial. The candidate should enjoy working in a team environment but also must be able to work independently. Highest degree of professionalism, integrity and honesty required. A good work ethic, sense of humor and positive attitude are essential. 

The candidate should have a four-year degree in Accounting or Finance and 1-3 years of relevant experience. CFP® or candidate for CFP desirable. This position is on-site in our office in Wellesley, MA (not hybrid or remote) and requires full COVID-19 vaccination. You must have transportation as there is no public transportation near our office.


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