Investments and Financial Planning Coordinator
Overview :
Capital Analysts of New England is a successful wealth management firm, located in Braintree, Massachusetts . Founded in 1972, we were a forerunner of the financial planning movement and today we are one of the industry’s most innovative providers of diverse financial services.
We place great value on integrity, enthusiasm, and teamwork. We also offer a great working environment, long-term growth, and competitive compensation.
Introduction :
We're seeking a dynamic individual to join our team as an Investments and Financial Planning Coordinator . This role combines investment analysis as well as strategic financial planning support, providing an exciting opportunity to contribute to our clients' financial success.
If you're passionate about the financial industry and thrive in a collaborative environment, this position offers an excellent opportunity for professional growth and impact.
Responsibilities :
- Assist a team of advisors overseeing over $2 billion in assets under management (AUM).
- Provide insights and recommendations to support investment decision-making.
- Offer guidance on portfolio allocations, rebalancing, and withdrawal requests.
- Collaborate with advisors on client-specific financial planning strategies.
- Conduct research on securities, market analysis, and investment opportunities.
- Provide 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.
- Support internal trading responsibilities
- Manage relationships with wholesalers and coordinate advisor meetings.
Qualifications :
- CFP® certificant or CFP® Candidate
- 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.
- Detail-oriented with the ability to manage multiple tasks effectively.
- Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis / planning software.
Compensation :
- Commensurate with experience and skills
- Excellent Benefits
Executive Director, Financial Planning and Analysis - CMC
The Executive Director, Financial Planning & Analysis - CMC is a senior leadership role responsible for playing a critical role in leading broad financial business partnership for select Chemistry, Manufacturing, and Controls (CMC) functions, including EH&S, Engineering, and Supply Chain, overseeing...
Financial Analyst - IT Planning & Strategy - Boston, Officer
We’re driving the company’s digital transformation and expanding business capabilities using industry best practices and advanced technologies such as cloud, artificial intelligence and robotics process automation. The candidate will actively pursue and document exceptions across the operation provi...
Financial Planning & Analysis Co-op
These include reviewing utilization and deployment of consulting resources, tracking our commercial pipeline, forecasting revenue, pricing of our consulting services, understanding our exposure to client risk-sharing arrangements, evaluating performance across client industries, analyzing the compos...
Diversion Program Coordinator
The incumbent participates in the development and implementation of program service delivery and administrative plans, facilitates implementation of program policies and procedures, provides technical assistance and ensures contractor compliance with all program rules and regulations. Provides regul...
Senior Analyst, Financial Planning and Analysis
Analyst will be responsible for analyzing and understanding the topline revenue results and forecast of the company from both a financial and operational perspective. This person will be responsible for the financial planning and analysis of critical areas of the business and will serve as a busines...
Senior Financial Analyst- Financial Planning & Analysis
Under the general direction of the Manager, Financial Planning & Analysis the primary responsibilities of this position will include assisting in various external and regulatory reporting, to include the Medicare 2552 & CHIA cost reports, RFA reporting and various healthcare surveys. We believe our ...
Financial Planning & Analysis Consultant - Treasury
As the Financial Planning & Analysis Consultant, you will work in a fast paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and efficiency. The Financial Planning & Analysis Consultant is a member of the Treasu...
Sr. Director, Financial Planning & Analysis
If you have great problem-solving and quantitative skills, strong attention to detail and the ability to bridge finance and operations, we'd like to hear from you! We will ask you to leverage your talent and experience to contribute meaningfully to our business and culture; and we'll give you the in...
Financial Planning & Analysis Consultant - Treasury
As the Financial Planning & Analysis Consultant, you will work in a fast paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and efficiency. The Financial Planning & Analysis Consultant is a member of th...
Senior/Principal Financial and Planning Analyst- Supply Chain Management-Remote
FinancialPlanning & Analysis Analyst, and. We are from different backgrounds, cultures, religions,political evel and/or sexual orientations, and work together, to fight the world’smost threatening diseases and enable access to care, united by one purpose: topioneer breakthroughs in healthcare. It is...