Financial Planning Analyst

Randall E Hall
Westborough, Massachusetts
between $60,000-$80,000
Closing date
Feb 11, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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We have an immediate opening for a key role on our team that will lead the preparation of comprehensive financial plans and presentation materials for our clients.

Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.

Financial Planning Analyst Job Duties:

  • Use data gathered by financial advisors during client meetings and our firms’ proprietary planning process to create analyses and recommendations for financial advisors to present to clients
  • Verify data entered and follow-up with clients for additional information needed
  • Work with advisor to adjust inputs and planning strategy as needed
  • Print and bind final client presentations
  • Maintain client confidence and trust through zero defect work and professional communications
  • Manage up to ensure client presentations are prepared, reviewed, and finalized prior to meetings
  • Drive research and make recommendations for complex planning cases and unique scenarios

Completion of the following certifications, licenses, and designations within the timelines outlined below are requirements of the position.


  • Contracting as an Associate Financial Representative
  • This includes passing the MA Health & Life Producers Exam and all internal contracting requirements within the first 3 months of employment
  • Designation as an Associate Financial Advisor (AFA)
  • This requires completing both Series 7 and 66 licensing through FINRA and any additional internal requirements within the first 9 months of employment

Pursuit of the Certified Financial Planner (CFP®) designation is highly encouraged.

Financial Planning Analyst Candidate MUST possess the following:

• A high level of proficiency and comfort in Excel

• Strong mathematical and analytical orientation

• Meticulous detail orientation (requires proofing of language and numerical work to produce client-ready materials)

• Procedural work habits / exceptional organization (ability to keep track of many moving pieces and details across dozens of clients)

• Strong work ethic/desire to get the job done right

• Initiative and an ownership mentality

• Strong written and verbal communication skills

• Familiarity with personal financial planning topics and concepts, investments, and insurance


The Financial Planning Analyst role will be a great fit for someone who:

• Is exacting and expects/ strives for perfection

• Seeks a role requiring ownership and a high degree of responsibility

• Enjoys a fast-paced role with many moving pieces to keep track of and manage

• Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished

• Wants to be part of a driven team and fast-paced, high-performance environment

• Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team

• Has a positive, upbeat, and can-do attitude

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