Financial Planning Specialist

Company: Claire Myers Consulting
Location: Boston
Posted on: March 29, 2025

Job Description:

Our client is seeking an experienced Financial Planning Specialist to play a key role in supporting financial advisors by delivering sophisticated financial plans and strategic recommendations for high-net-worth clients. This position is ideal for a detail-oriented professional with a strong background in wealth management who is looking to deepen their impact within a highly collaborative and growing firm.Key Responsibilities

• Develop and refine comprehensive financial plans, integrating investment management, tax strategies, estate planning, and insurance solutions
• Serve as a technical resource for advisors, providing insights on complex planning scenarios
• Analyze financial data and run projections to support client recommendations
• Lead client onboarding processes, ensuring seamless transitions and accurate financial data collection
• Collaborate with external partners (CPAs, attorneys, and other specialists) to ensure holistic planning strategies
• Stay current on financial regulations, market trends, and best practices to enhance client offerings
• Provide mentorship and training to junior team members as neededQualifications
  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • 4-7+ years of experience in financial planning, wealth management, or investment advisory services
  • CFP designation strongly preferred (or in progress)
  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro)
  • Strong analytical skills with the ability to assess and model financial scenarios
  • Excellent communication skills to interact with advisors, clients, and internal teams
  • High attention to detail and commitment to client serviceCompensation
    • $90,000 - $120,000 base salary + individual & company performance bonus
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Keywords: Claire Myers Consulting, Boston , Financial Planning Specialist, Accounting, Auditing , Boston, Massachusetts