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Planning Analyst

Single Point Partners
Boston, MA (or virtual)
$50,000-$65,000 base salary (+ bonus & benefits)
Closing date
Oct 14, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

A Little About The Role

At Single Point, the Personal CFO is the engagement lead and is supported by a dedicated Planning Analyst who acts as the ‘right hand’ of the PCFO.  Our PCFOs and PA’s are all practicing CFPs (or on the path towards it).

What You’ll Be Doing (High Level)

What You’ll Be Doing (The Details)

The PA role is expected to be a stepping-stone to a career as a lead PCFO and should be viewed similar to a ‘residency’ where the resident has the chance to learn the science and the art of advising families by shadowing and supporting a seasoned lead PCFO.  The role is designed to ensure the resident gains deep first-hand knowledge of a broad range of clients’ financial profiles, but also to be able to identify and analyze the clients’ behavioral and communication styles.

See our Personal CFO Career Path for much more details on the day to day of the role.

What You Won’t be Doing

This role is a bit different than similar-titled roles in other wealth management firms

We think interested candidates should know what the role is NOT:

  • No – filling out custodian’s paperwork
  • No – Executing trades & money movement – we have central resources on the investment (and tax) front to execute
  • No – Prospecting for new business


List of Qualities it would be cool if you had

  • Organization – a key competency is ability to track and organize tasks/action-items across 40+ families
  • Curiosity – The instinct to ask great questions, and to dig a bit deeper below the surface
  • Resourcefulness – No one person can have all the answers.  It takes a team.  Knowing where to find the right answers to the right questions
  • CFP® or on the path to becoming one
  • Proficiency in technology a must – experience with eMoney is a plus 

What do you get paid?

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