Senior Financial Planning Analyst
$105,000–$115,000 year
HybridHingham, Massachusetts, United States
Job Summary
Gather and analyze financial information for advisor meetings, prepare annual review materials, and develop financial planning and investment proposals. Input and maintain financial planning data within planning software, including asset allocation recommendations, while reviewing plans for accuracy before client presentation. Assist advisors with complex financial planning analyses, recommend portfolio strategies, and maintain client files and case documentation. Serve as a liaison between advisors, clients, the home office, and investment partners to resolve service issues. Mentor junior team members on planning processes and office procedures. This senior resource supports financial advisors through advanced planning and client service within a hybrid role in Hingham, MA.
Required Qualifications
- CPA (Certified Public Accountant) required
- 4-5+ years of experience in financial services, wealth management, or insurance
- Strong financial planning and analytical skills with experience supporting advisors
- Experience with financial planning software and investment proposal tools
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Self-motivated with sound judgment, professionalism, and a commitment to continuous learning
- Ability to work independently while collaborating effectively with advisors and team members
Desired Qualifications
- Series 7, 63, and Health & Life Insurance License preferred
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