Client Analyst
75K-89K + 10% bonus
Boston, MA Hybrid Financial Planning- Prepare and manage client Net Worth reporting.
- Input client data into financial planning software.
- Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans.
- Prepare financial planning reports, projections, and presentations for client meetings.
- Create and maintain standard financial planning reporting
- Maintain and build financial planning tear sheet library
- Monitor market conditions and industry best practice for financial planning to provide relevant support and insights.
- Create customized client presentations for the investment team.
- Aiding portfolio managers with client communications by communicating directly with clients to either resolve or escalate issues.
- Independently lead Ad-hoc client projects and present to portfolio manager and client.
- Develop and produce investment materials in conjunction with team.
- Gather and analyze client feedback and questions to improve presentation materials.
- Bachelor’s Degree is required.
- 1-5 years of experience in investment or financial planning fields
- General knowledge of financial planning, investments, key industry terms and broad financial concepts.
Recommended Jobs
Family Nurse Practitioner Opening-FQHC 13 Miles North of Boston, MA
A well-established healthcare organization located just 13 miles north of Boston is seeking an experienced Family Nurse Practitioner to join our collaborative primary care team. With over 85 provid…
Principal Product Manager
About SimpliSafe We’re a high-tech home security company that’s passionate about protecting the life you’ve built and our mission of keeping Every Home Secure. And we’ve created a culture here that c…
Security Officer Front Desk Specialist
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborativ…
Sales Development Representative
Job Summary Quickbase is looking for Sales Development Representatives (SDR) as we continue to build our team in Boston . You will identify and qualify inbound and outbound opportunities. You …
Logistics Manager
McBride has an exciting opportunity for a Logistics Manager providing support to the Air Force Life Cycle Management Center/PEO Digital Directorate (AFLCMC/HB). The Air Force Program Execution Of…
Cashier/Customer Service
Job Description Job Description We pride ourselves on producing the highest quality baked goods and customer service in the area. As a part of our staff here at Ludlow Central Bakery, you will ut…
Haitian Creole Speaking Assistant
Haitian Creole Speaking Assistant We are seeking a Haitian Creole Speaking Assistant to help families access childcare financial assistance and local childcare resources. This contract role pays…
Branch Manager
We are looking for a Branch Manager with a passion to drive customer satisfaction while being the brand ambassador. If this is you, and you’re ready for your next destination, then you have cruise…
RN - Endoscopy
We are seeking a dedicated RN - Endoscopy to join our healthcare team in Worcester, MA. Responsibilities include assisting with endoscopic procedures, patient preparation and education, monitoring …
Discover Historic Charm in North Andover, MA!
Physical Therapist job in North Andover, MA Embark on a rewarding adventure as a Physical Therapist in North Andover, MA, where historic charm meets modern healthcare. Enjoy the vibrant local culture…