Financial Planning Case Writer

Firm Name: Baystate Financial

Location: Boston, MA

Reports to: Financial Planning Director

SUMMARY OF RESPONSIBILITIES: Primary responsibility is to design and create customized recommendations and strategies for financial plans for individuals and business owners.

_______________________________________________________________________

PRINCIPAL RESPONSIBILITIES:

  • Knowledge of financial planning software to enter data, model strategies and recommendations, calculate solutions, and creatively explore options to implement comprehensive and situational plans in strict time constraints.
  • Responsible for inputting and modeling data and developing actionable client centric financial plans. Also, may coordinate with, or partner with the paraplanners as it relates to data entry.
  • Understanding and experience on the needs and tax/planning issues that affect high net worth individuals and business owners.
  • Manage accumulation of advice and strategies from Specialists within the office.
  • Prepare correspondence and track financial plan progress.
  • Provide meeting support to financial planners as needed (including potential travel).
  • Draft customized recommendations relating to high net worth individuals, business owners, business succession planning, special needs planning and more.
  • Promote the financial planning value proposition to the firm.
  • Obtaining and maintaining licensing, registration, continuing education and financial planning requirements.

_____________________________________________________________________

KNOWLEDGE/SKILLS/COMPETENCIES REQUIRED:

  • Proficient understanding of the financial planning process
  • Ability to work independently while impacting team results
  • Excellent communication skills
  • Outstanding writing and research skills
  • Highly organized to meet concurrent project deadlines
  • Ability to travel within the Boston area as needed (must have own car)

 

KNOWLEDGE/SKILLS/COMPETENCIES PREFERRED:

  • Experience preparing financial plans
  • FINRA Series 7 and 66 (or 63 and 65) licensed required (or to be obtained within the first 3 months of employment)
  • Knowledge of eMoney Advisor software a plus
  • CFP® designation or working towards CFP® designation preferred

 

** To be considered for this position, please submit your resume and cover letter by email to Allison DeLena at allison.delena@baystatefinancial.com