Investments & Financial Planning Coordinator - Braintree, United States - Capital Analysts of New England, Inc.

Capital Analysts of New England, Inc.
Capital Analysts of New England, Inc.
Verified Company
Braintree, United States

11 hours ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Overview:


Capital Analysts of New England is a successful wealth management firm, located in
Braintree, Massachusetts. Founded in 1972, we were a forerunner of the financial planning movement and today we are one of the industry's most innovative providers of diverse financial services. We place great value on integrity, enthusiasm, and teamwork. We also offer a great working environment, long-term growth, and competitive compensation.


Introduction:

We're seeking a dynamic individual to join our team as an
Investments and Financial Planning Coordinator.

This role combines investment analysis as well as strategic financial planning support, providing an exciting opportunity to contribute to our clients' financial success.

If you're passionate about the financial industry and thrive in a collaborative environment, this position offers an excellent opportunity for professional growth and impact.


Responsibilities:


  • Assist a team of advisors overseeing over $2 billion in assets under management (AUM).
  • Provide insights and recommendations to support investment decisionmaking.
  • Offer guidance on portfolio allocations, rebalancing, and withdrawal requests.
  • Collaborate with advisors on clientspecific financial planning strategies.
  • Conduct research on securities, market analysis, and investment opportunities.
  • Provide administrative support for our inhouse portfolios, including managing 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:


  • Previous experience in investment analysis and financial planning
  • Strong analytical skills with the ability to interpret financial data.
  • Excellent communication and interpersonal skills.
  • Detailoriented with the ability to manage multiple tasks effectively.
  • Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.

Compensation:


  • Commensurate with experience and skills
  • Excellent Benefits

Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave

Schedule:

  • Monday to Friday

Ability to Relocate:

  • Braintree, MA 02184: Relocate before starting work (required)

Work Location:
In person
More jobs from Capital Analysts of New England, Inc.
See all jobs of Capital Analysts of New England, Inc.