Financial Planning Associate - Fanning Personnel : Job Details

Financial Planning Associate

Fanning Personnel

Job Location : Boston,MA, USA

Posted on : 2025-02-01T13:11:56Z

Job Description :
Job Responsibilities:
  • Work with advisors on a select group of clients to assess needs, goals, and planning issues.
  • Prepare for and attend client meetings, document notes, and work with the advisor to complete all necessary follow-ups and document in CRM.
  • Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.
  • Work with advisors to gather all client-related data to build comprehensive financial plans by utilizing financial planning software and related tools.
  • Coordinate the preparation of various client-related reports for both internal and external use.
  • Manage and complete tasks/open items, actively follow up with clients and external advisors while actively communicating with the primary advisor on status.
  • Document all client communication in CRM and assign tasks as necessary.
  • Work with the internal Client Service Team to complete and submit external account paperwork and follow through to completion.
  • Organize and enter data into financial planning software or customized spreadsheets.
  • Research client-specific issues.
  • Assist with a variety of financial planning-related projects.
  • Research financial planning topics and related issues, prepare summaries, and present to the firm's advisors.
    • Qualifications:
  • 3-5 years of relevant experience required.
  • Bachelor's Degree from an accredited college or university.
  • Proficient with Microsoft Office (Word, PowerPoint, and Excel).
  • Team player with excellent client service focus.
  • Strong written and communication skills.
  • Excellent organization and time management skills.
  • Ability to work independently and in a team-based environment.
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