What are the responsibilities and job description for the Design Center Analyst position at Commonwealth Financial Group?
We are looking for a dedicated Financial Planning Paraplanner within our Design Center to join our fast-paced growing financial services firm in our flagship Boston office within the Financial District. This is an excellent opportunity for a detail-oriented, proactive individual to work closely with Financial Planners, providing support on case design and financial planning recommendations as well as implementation. The ideal candidate will have analytical skills and attention to detail to produce high quality work while also motivated by influencing the outcome of the financial planning engagement. In this role, you’ll have the opportunity to grow professionally while contributing meaningfully to our Advisor’s practice and clientele.
You could be just the right applicant for this job Read all associated information and make sure to apply.Key areas of responsibility :
Verification of clients financial information in planning softwareCollaborate with Advisors to create recommendations based on client’s goals and objectivesGenerate outputs for prospective and existing clientsIllustrate products and proposals through on-line systemsSupport Advisors in the annual financial planning renewal processCollaborate with other analysts to serve as back up support when neededHelp train new Analysts and Advisors on the processDiligently and in real-time communicate case status in SalesforceParticipate in ongoing training and development opportunitiesSpecial Projects and other job duties as necessaryQualifications
Associates or Bachelor’s degree2 years of relevant industry experienceStrong understanding of financial conceptsExperience with eMoney or other financial planning softwareProficient with MS Office (Word, Excel, PowerPoint, and Outlook)Excellent time management and organizational skills as well as attention to detailEffective verbal, written and interpersonal skillsAbility to work in a team environment with a positive and professional attitudeStrong sense of customer serviceFINRA Series 7, 66 as well as Life and Health Insurance LicensesSeniority level Entry levelEmployment type Full-timeJob function Information Technology
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