What are the responsibilities and job description for the Wealth Management Specialist position at Capital Analysts of New England, Inc.?
About Capital Analysts of New England, Inc.
We are a renowned wealth management firm based in Massachusetts. Our mission is to provide 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.
Key Responsibilities
- Support a team of advisors overseeing over $2 billion in assets under management.
- Provide actionable 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.
