What are the responsibilities and job description for the Strategic Financial Advisor position at Capital Analysts of New England, Inc.?
About Our Firm
Capital Analysts of New England, Inc. is a respected wealth management firm based in Massachusetts. Our goal is to deliver exceptional financial services to our clients, and we achieve this through a combination of investment analysis and strategic financial planning support. As a Director of Investments and Financial Planning, you will play a vital role in contributing to our clients' financial success.
Job Description
This is an exciting opportunity for a skilled 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
- Assist a team of advisors managing over $2 billion in assets under management.
- Provide valuable insights and recommendations to support investment decision-making.
- Offer expert guidance on portfolio allocations, rebalancing, and withdrawal requests.
- Collaborate with advisors on client-specific financial planning strategies.
- Conduct thorough 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.
Qualifications
- 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.
