Financial Planning and Investment Coordinator

3 weeks ago


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

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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