Financial Planning Associate

Financial Planning Associate – Boston, MAA well-established Registered Investment Advisor (RIA) is seeking a Financial Planning Associate to join its growing wealth management team in Boston.This role is ideal for an experienced financial planning professional who enjoys working directly with clients, building comprehensive plans, and partnering closely with senior advisors to deliver a high-touch client experience.Position OverviewThe Financial Planning Associate will work alongside a Senior Client Advisor to support a select group of high-net-worth clients with financial planning, relationship management, and ongoing service needs.Key ResponsibilitiesPartner closely with a Senior Client Advisor to support a designated book of clients by assessing financial needs, goals, and planning objectivesGather and organize client data to develop comprehensive financial plans using financial planning softwarePrepare client presentations, meeting materials, and planning analysesAttend client meetings, take detailed notes, and manage follow-up action itemsDocument all client interactions, meeting notes, and tasks within the CRM systemBuild strong client relationships and serve as a reliable point of contact for client requests and questionsAssist in delivering a seamless and high-quality client experience throughout the planning processQualificationsRequired:5+ years of financial planning or wealth management experienceBachelor’s degree requiredExperience using financial planning software and CRM systemsStrong organizational skills with excellent attention to detailClient-facing experience with strong communication and relationship management skillsPreferred:CFP® designation or active progress toward completionWhy JoinJoin a respected and established RIA with a collaborative team environmentOpportunity to work closely with senior advisors and deepen client relationshipsStrong platform for continued career growth within wealth management and financial plannin