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Financial Planning and Investment Coordinator

2 months ago

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

About Capital Analysts of New England, Inc.

We are a leading wealth management firm, headquartered in Braintree, Massachusetts, with a rich history dating back to 1972. Our company has been at the forefront of the financial planning movement and has evolved into one of the industry's most innovative providers of diverse financial services. We value integrity, enthusiasm, and teamwork, and offer a great working environment, long-term growth, and competitive compensation.

Role Overview

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

Key Responsibilities

  • Support a team of advisors overseeing over $2 billion in assets under management, providing insights and recommendations to support investment decision-making.
  • Offer guidance on portfolio allocations, rebalancing, and withdrawal requests, collaborating with advisors on client-specific financial planning strategies.
  • Conduct research on securities, market analysis, and investment opportunities, providing 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, supporting internal trading responsibilities and managing relationships with wholesalers and coordinating advisor meetings.

Requirements

  • CFP certification or CFP 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, and detail-oriented with the ability to manage multiple tasks effectively.
  • Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.

Compensation and Benefits

  • Commensurate with experience and skills
  • Excellent benefits package