What are the responsibilities and job description for the Financial Planning Director position at Capital Analysts of New England, Inc.?
About Capital Analysts of New England, Inc.
We are a leading wealth management firm based in Massachusetts. Founded in 1972, we have been a pioneer in the financial planning movement and continue to be at the forefront of innovative financial services. Our values include integrity, enthusiasm, and teamwork, which enable us to provide exceptional services to our clients.
Role Overview
This is an exciting opportunity for a dynamic individual to join our team as a Director of Investments and Financial Planning. The role combines investment analysis with strategic financial planning support, providing a unique chance to contribute to our clients' financial success. If you are passionate about the financial industry and thrive in a collaborative environment, this position offers excellent opportunities for professional growth and impact.
Key Responsibilities
- Support a team of advisors overseeing over $2 billion in assets under management.
- Provide insights and recommendations to inform 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 in-house portfolios, including 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.
Requirements
- Certified Financial Planner (CFP) certification or CFP Candidate status.
- 4-8 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.
