Financial Planning Associate

The Financial Planning Associate plays a pivotal role in bridging the gap between insurance and investment operations, ensuring a cohesive and efficient workflow across both domains. Your keen eye for detail and ability to manage multiple tasks will be valuable assets to our organization. This is a hybrid position in the Downtown Boston Office with the expectation of 4 days in the office and 1 day remote.

·Assist in the Onboarding of New Investment and Insurance Clients: Facilitate the setup of both investment accounts and insurance policies, ensuring a smooth and efficient start for new clients.

·Handle Client Inquiries and Provide Timely Responses: Address questions and concerns related to both investment portfolios and insurance policies, delivering prompt and accurate information.

·Construct Financial Plans for High-Net-Worth Clients: Develop comprehensive financial plans that integrate investment strategies and insurance solutions tailored to meet the unique needs and goals of high-net-worth clients.

·Transact Account Deposits, Transfers, and Redemptions: Execute transactions related to both investment accounts and insurance premiums, ensuring accuracy and efficiency.

·Monitor and Update Portfolio and Insurance Policy Information: Ensure timely and accurate reporting by regularly reviewing and updating data related to both investment portfolios and insurance policies.

·Insurance and Long Term Care Proposals: Prepare and present insurance and long-term care proposals that align with client financial plans and objectives.

·Applications: Manage the application process for both investment accounts and insurance policies, ensuring completeness and compliance.

·Insurance Underwriting and Service: Oversee the underwriting process and provide ongoing service for insurance policies, addressing any client needs or changes.

·Meeting Preparation: Organize and prepare materials for client meetings, ensuring all necessary information and proposals are ready for discussion.

·Contract and Licensing: Ensure all necessary contracts and licenses are up to date and compliant with regulatory standards, supporting both insurance and investment operations.

·Maintain Strong Relationships with Clients Through Effective Communication: Foster trust and loyalty by maintaining open lines of communication, providing updates, and proactively addressing any issues related to investments or insurance.

·       Bachelor’s Degree

·       Series 6 (Required) or Series 7 (Preferred)

·       3 Years of industry experience

·       Strong organizational and time management skills with the ability to set priorities and

·       meet deadlines

·       Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced

·       environment

·       Analytical as well as written and verbal communication skills

·       Ability to work well within a team and independently

·       Current MA Life, Accident & Health Insurance License required within 3 months of hire

$70,000-$80,000 salary (based on experience) benefits. Benefits include 100% Single Rate Health Insurance paid by employer, 401(k) plan with match, Long and Short-Term Disability coverage, and Dental Insurance.