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Junior Wealth Management Planner

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Westwood, Massachusetts, United States Heritage Financial Services, LLC Full time

Financial Planning Associate

Heritage Financial Services, LLC is looking for a dedicated Financial Planning Associate to become an integral part of our centralized planning team. In this role, you will play a crucial part in developing detailed financial strategies, assessing both opportunities and risks, and supporting our wealth management teams in their client interactions. Your main responsibilities will encompass data management, report generation, analytical assessments, client education, and interdepartmental collaboration.

Key Responsibilities:

  • Data Management: Regularly update financial planning software to reflect client account information.
  • Reporting: Extract relevant data and tailor it into comprehensive client reports.
  • Analysis: Evaluate strategies to enhance outcomes aligned with client objectives.
  • Education: Keep abreast of personal finance subjects and industry developments.
  • Client Support: Respond to client inquiries and assist with tax-related analyses.
  • Collaboration: Partner with various departments to enhance processes and improve client experiences.

To thrive in this position, candidates should possess a Bachelor's Degree, a foundational understanding of personal finance, meticulous attention to detail, proficiency in Excel, and a willingness to learn. Preferred qualifications include progress towards CFP certification and familiarity with financial software.