Financial Planning and Investment Coordinator
3 weeks ago
About the Role:
Capital Analysts of New England, Inc. is seeking a skilled professional to fill the position of Financial Planning and Investment Coordinator. This role will involve working closely with a team of advisors to provide investment analysis and strategic financial planning support to clients.
Key Responsibilities:
- Assist in the development and implementation of comprehensive financial plans for clients.
- Provide insights and recommendations to support investment decision-making.
- Collaborate with advisors on client-specific financial planning strategies.
- Conduct research on securities, market analysis, and investment opportunities.
- Manage relationships with wholesalers and coordinate advisor meetings.
Requirements:
- CFP certification or candidate status.
- 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.
- Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.
What We Offer:
- Competitive compensation package.
- Excellent benefits.
Language: English
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