Jobs
>
Westborough

    Financial Planning Specialist - Westborough, United States - Lead Advisor

    Lead Advisor
    Lead Advisor Westborough, United States

    2 weeks ago

    Default job background
    Description

    Description: Financial Planning Specialist

    Our client is a full-service financial advisory practice in Westborough that serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.

    They have an immediate opening for a key role on their team that will lead the preparation of comprehensive financial plans and presentation materials for their clients.

    Financial Planning Specialist Job Duties:

    · Work jointly with lead advisors and specialists on designated client relationships.

    · Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning.

    · Use our firms' proprietary planning process to create analyses and recommendations for advisors to present to clients

    · Maintain client confidence and trust through zero defect work and professional communications

    · Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings

    · Drive research and make recommendations for complex planning cases and unique scenarios

    · Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.

    Qualifications:

    Required

    · Life, Accident & Health Insurance licenses

    · Series 7 & 63

    · Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services

    · Bachelor's Degree in business, finance and/or related industry experience

    Preferred

    · Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals

    · Counsel representatives on a variety of proactive approaches, investments and solutions

    · Strong analytical, problem solving, and written and verbal communication skills

    · Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

    · 2-3 years financial planning experience

    · Committed to professional development (e.g. CFP, CPWA, RICP)

    · Strong communication and interpersonal skills.

    · Ability to work and thrive in a collaborative professional team environment.

    · Familiarity with Microsoft applications and data entry and information retrieval software

    The Financial Planning Specialist role will be a great fit for someone who:


    • Is exacting and expects/ strives for perfection


    • Seeks a role requiring ownership and a high degree of responsibility


    • Enjoys a fast-paced role with many moving pieces to keep track of and manage


    • Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished


    • Wants to be part of a driven team and fast-paced, high-performance environment


    • Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team


    • Has a positive, upbeat, and can-do attitude

  • Lead Advisor

    Financial Planning Specialist

    1 week ago

    Lead Advisor Westborough, United States

    Description: Financial Planning Specialist · Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning. · We have an im ...

  • Olympus Corporation of the Americas

    Product Marketing Specialist

    3 days ago

    Olympus Corporation of the Americas Westborough, United States

    **Workplace Flexibility**:Hybrid** · Are you looking for a company that cares about people's lives and health, including yours? Let's inspire healthier lives, together. · **Olympus, a leading medical technology company, has focused on making people's lives better for over 100 yea ...

  • NFI Massachusetts, Inc.

    Clinical Case Manager

    3 days ago

    NFI Massachusetts, Inc. Westborough, United States

    NFI Massachusetts, Inc. is currently seeking a full-time Clinical Case Manager for our Intensive Residential Treatment programs located in Westborough, MA. This is a secure residential program for adolescents who have experienced trauma. · The program provides intensive therapeut ...

  • Olympus Corporation of the Americas

    Director of Strategic Accounts

    6 days ago

    Olympus Corporation of the Americas Westborough, United States

    **Workplace Flexibility**:Field** · Are you looking for a company that cares about people's lives and health, including yours? Let's inspire healthier lives, together. · **Olympus, a leading medical technology company, has focused on making people's lives better for over 100 year ...

  • Brain Injury Association of Massachusetts

    Communications & Design Specialist

    5 days ago

    Brain Injury Association of Massachusetts Westborough, United States

    **Title**:Communications & Design Specialist · **Reports to Functional Manager**:Marketing Communications Manager · **Supervises**:None · **FLSA Status**:Exempt / full-time / salary · The Brain Injury Association of Massachusetts provides support to brain injury survivors and the ...

  • Heritage Financial Services, LLC

    Estate Planning Specialist

    1 week ago

    Heritage Financial Services, LLC Westwood, United States

    The Estate Planning Specialist works with wealth management teams to improve client outcomes through effective estate planning analysis and techniques. The Specialist collaborates with clients' tax and estate advisors to ensure plans are well coordinated. The Specialist serves as ...

  • Harvard University

    Academic Planning Specialist

    1 week ago

    Harvard University Cambridge, United States

    Basic Qualifications · 3 years or more of related experience. · Education beyond high school may count towards experience. · Additional Qualifications and Skills · Excellent organizational, interpersonal, and communication skills. Ability to handle complex and confidential in ...

  • Wounded Warrior Project

    Retirement Planning Specialist

    2 weeks ago

    Wounded Warrior Project Boston, MA, United States

    When you join Wounded Warrior Project, you're committing to making a difference. We make a commitment to you too - helping you to find that spark, ignite your passion to serve, and embark on a career with meaning and purpose. · At Wounded Warrior Project we recognize our mission ...

  • ZRG Embedded Recruiting/RPO

    Contingent Workforce Planning Specialist

    1 week ago

    ZRG Embedded Recruiting/RPO Wilmington, United States

    Looking for a Contingent Workforce Specialist to act as a business partner between staff and operations, workforce planning, labor functions and external staffing agency partners by playing a key role in staffing agency management programs and processes for fulfilling short term ...

  • Hub Recruiting- A Zrg Partners Company

    Contingent Workforce Planning Specialist

    1 week ago

    Hub Recruiting- A Zrg Partners Company Wilmington, United States

    Looking for a Contingent Workforce Specialist to act as a business partner between staff and operations, workforce planning, labor functions and external staffing agency partners by playing a key role in staffing agency management programs and processes for fulfilling short term ...

  • Brandywine Living

    Inspiritás Coordinator

    1 week ago

    Brandywine Living Shrewsbury, United States

    **Inspiritás Coordinator** · The **Inspiritás Coordinator **will assist in planning, coordinating and implementing vibrant and social lifestyle programs and services that offer choice and reflect the interests and needs of the resident(s) and the community. · Our vision is to pro ...

  • Shrewsbury Public Schools

    Payroll Specialist

    3 days ago

    Shrewsbury Public Schools Shrewsbury, United States

    Shrewsbury Public Schools · Posted: May 14, 2024 Closed: May 21, 2024 · **Employment Opportunity: District-Central Office** · **POSITION: Payroll Specialist** · **Essential Duties**: · The Payroll Specialist will have a variety of assigned responsibilities and also perform a vari ...

  • Optum

    Patient Service Specialist

    1 week ago

    Optum Southborough, United States

    **$1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS** · Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharm ...

  • Key Autism Services

    Board Certified Behavior Analyst

    1 week ago

    Key Autism Services Southborough, United States

    **Full Time Opportunities in our Douglasville Center.** · **$85,000-$90,000 plus bonus potential** · **BCBA Full-Time Offers**: · - Competitive salary, commensurate with experience and education · - Excellent Health insurance, flexible Dental, and Vision plans. Life and Disabilit ...

  • Skyworks

    Materials/Planning Specialist 2

    5 days ago

    Skyworks Woburn, United States

    If you are looking for a challenging and exciting career in the world of technology, then look no further. Skyworks is an innovator of high-performance analog semiconductors whose solutions are powering the wireless networking revolution. Through our broad technology expertise an ...

  • Skyworks

    Materials/Planning Specialist 1

    1 week ago

    Skyworks Woburn, United States

    If you are looking for a challenging and exciting career in the world of technology, then look no further. Skyworks is an innovator of high-performance analog semiconductors whose solutions are powering the wireless networking revolution. Through our broad technology expertise an ...

  • Department of Public Health

    Unit Intake Support Coordinator

    3 days ago

    Department of Public Health Marlborough, United States

    The Quality Assurance and Licensing (QAAL) Unit within DPH/BSAS is responsible for ensuring regulatory compliance of Alcohol and Drug Counselors and Facilities licensed and/or funded to provide substance use disorder treatment and recovery services. The Unit Intake Support Coordi ...

  • Boston Scientific Corporation

    Specialist Ii, Social Media

    1 week ago

    Boston Scientific Corporation Marlborough, United States

    **Work mode**:Hybrid Preferred, Remote Considered**Onsite Location(s)**:Marlborough, MA, US, 01752**Additional Location(s)**: N/A**Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance** · - At Boston Scientific, we'll give you the opportunity ...

  • National Health Care Associates, Inc.

    Business Office Manager/ Accounts Receivables

    5 days ago

    National Health Care Associates, Inc. Marlborough, United States

    **Business Office Manager/Accounts Receivables Specialist** · Long term Care Facility. · **What we Offer our Employees**: · An engaging and supportive work environment where every employee is valued, a rewarding career, and outstanding benefits, which currently include: · - Weekl ...

  • Cytiva

    Marketing Specialist

    3 days ago

    Cytiva Marlborough, United States

    **Be part of something altogether life-changing** · Working at Cytiva means being at the forefront of providing new solutions to transform human health. Our incredible customers undertake life-saving activities ranging from fundamental biological research to developing innovative ...