What are the responsibilities and job description for the Capital Markets Specialist position at Capital Analysts of New England, Inc.?
Capital Analysts of New England: A Leader in Financial Services
We are a trusted name in the financial industry, founded in 1972. Our commitment to integrity, enthusiasm, and teamwork drives our mission to deliver innovative solutions to our clients.
Director of Investments and Financial Planning
This role combines investment analysis and financial planning to drive client success. Key responsibilities include:
- Supporting a team of advisors overseeing over $2 billion in assets.
- Providing insights and recommendations to inform investment decisions.
- Offering guidance on portfolio allocations, rebalancing, and withdrawal requests.
- Collaborating with advisors on customized financial plans.
- Conducting research on securities and investments.
- Supporting internal trading activities.
- Nurturing relationships with wholesalers and coordinating advisor meetings.
Requirements
- Hold CFP certification or be a certified candidate.
- Possess 4-8 years of experience in investment analysis and financial planning.
- Demonstrate strong analytical skills and attention to detail.
- Exhibit exceptional communication and interpersonal abilities.
- Stay organized and efficient in managing multiple tasks.
- Show proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.
Compensation and Benefits
- Salary commensurate with experience and skills.
- Outstanding benefits package.
