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.
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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.
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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