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Heritage Financial Services, LLC · 1 month ago

Associate Financial Planner

Westwood, MA

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $95K/yr

Heritage Financial Services, LLC is an independent advisory firm dedicated to providing affluent families with tailored financial advice and investment management. The Associate Financial Planner plays a vital role in the planning team, focusing on creating and updating financial plans, analyzing client opportunities and risks, and enhancing client communication and reporting.

BankingFinancial ServicesWealth Management

H1B Sponsor Likely

Hiring Manager

Jennifer Watson IACCP®, SPHR

Responsibilities

Streamline Data Management: Update eMoney financial planning software for new client accounts

Enhance Reporting Capabilities and Oversight: Accurately extract data into key client reports. Customize reports to highlight opportunities and risks specific to each client's financial situation

Proactive Analysis: Perform in-depth analysis on various financial planning strategies and identify opportunities to optimize results customized to client goals

Education and Communication: Stay updated on personal finance topics and industry trends and share insights to empower colleagues and add to the depth of knowledge Heritage offers to clients

Client Servicing: Provide ad-hoc reporting to Wealth Management Teams to address client inquiries. Assist with client tax return analysis and year-end tax projections

Assist with client tax return analysis and year-end tax projections

Cross-Department Collaboration: Collaborate with other departments to improve processes and the client experience

Qualification

CFP designationEMoney softwareExcel proficiencyPersonal finance conceptsTax software experienceEagerness to learnAttention to detail

Required

Bachelor's Degree

Basic understanding of personal finance concepts

Exceptional attention to detail

Experienced Excel user

Eagerness to learn

CFP(r) designation or willingness to obtain CFP(r) designation

Preferred

Experience with eMoney, Holistiplan or other personal finance, budgeting, or income tax software

Benefits

Competitive benefits

On site gym

15 Days of PTO

11 paid holidays - including Day after Thanksgiving

Volunteer Opportunities

Company

Heritage Financial Services, LLC

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families nationwide for more than 25 years.

Founded in 1990

Westwood, Massachusetts, USA

11-50 employees

https://heritagefinancial.net/

H1B Sponsorship

Heritage Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)

2020 (1)