Financial Planning and Investment Analysis Specialist

2 weeks ago


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

Overview:

Capital Analysts of New England is a prominent wealth management firm, recognized for its innovative approach to financial services. We prioritize integrity, enthusiasm, and teamwork, creating a supportive environment that fosters long-term growth and offers competitive compensation.

Position Summary:

We are looking for a proactive individual to fill the role of Investments and Financial Planning Coordinator. This position merges investment analysis with strategic financial planning support, providing a unique opportunity to enhance our clients' financial well-being. If you are dedicated to the financial sector and excel in a collaborative setting, this role presents a valuable chance for professional development and influence.

Key Responsibilities:

  • Support a team of advisors managing substantial assets under management (AUM).
  • Deliver insights and recommendations to facilitate informed investment choices.
  • Advise on portfolio distributions, rebalancing, and withdrawal processes.
  • Collaborate with advisors on tailored financial planning initiatives for clients.
  • Conduct thorough research on securities, market trends, and investment prospects.
  • Provide administrative assistance for internal portfolios, including overseeing quarterly rebalancing, reallocations, and fund evaluations.
  • Contribute to the creation and refinement of comprehensive financial plans for clients.
  • Assist with internal trading functions.
  • Manage relationships with wholesalers and coordinate meetings with advisors.

Qualifications:

  • CFP certificant or CFP Candidate preferred.
  • 4 to 8 years of relevant experience in investment analysis and financial planning.
  • Strong analytical capabilities with proficiency in interpreting financial data.
  • Exceptional communication and interpersonal skills.
  • Detail-oriented with the ability to handle multiple tasks efficiently.
  • Proficient in MS Office Suite (Excel, Word, PowerPoint) and financial analysis/planning software.

Compensation and Benefits:

  • Compensation commensurate with experience and skills.
  • Comprehensive benefits package available.


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