Investments and Financial Planning Coordinator

1 week ago

braintree, United States Capital Analysts of New England, Inc. Full time

Overview:

Capital Analysts of New England is a successful wealth management firm, located in Braintree, Massachusetts. Founded in 1972, we were a forerunner of the financial planning movement and today we are one of the industry’s most innovative providers of diverse financial services. We place great value on integrity, enthusiasm, and teamwork. We also offer a great working environment, long-term growth, and competitive compensation.


Introduction:

We're seeking a dynamic individual to join our team as an Investments and Financial Planning Coordinator. This role combines investment analysis as well as strategic financial planning support, providing an exciting opportunity to contribute to our clients' financial success. If you're passionate about the financial industry and thrive in a collaborative environment, this position offers an excellent opportunity for professional growth and impact.


Responsibilities:

  • Assist a team of advisors overseeing over $2 billion in assets under management (AUM).
  • Provide insights and recommendations to support investment decision-making.
  • Offer guidance on portfolio allocations, rebalancing, and withdrawal requests.
  • Collaborate with advisors on client-specific financial planning strategies.
  • Conduct research on securities, market analysis, and investment opportunities.
  • Provide administrative support for our in-house portfolios, including managing quarterly rebalancing, reallocations, and fund screening.
  • Assist in developing and updating comprehensive financial plans for clients.
  • Support internal trading responsibilities
  • Manage relationships with wholesalers and coordinate advisor meetings.


Qualifications:

  • CFP® certificant or CFP® Candidate
  • 4 to 8 years of experience in investment analysis and financial planning
  • Strong analytical skills with the ability to interpret financial data.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with the ability to manage multiple tasks effectively.
  • Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.


Compensation:

  • Commensurate with experience and skills
  • Excellent Benefits

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