Salaried Position for an financial analyst with a complete set of licenses. Well established firm in Westborough, MA seeks an additional person to conduct client facing meetings and responsible for the creation and maintenance of the comprehensive financial plans for the firm’s clients.
Prepare and update plans for the firm's clients
Demonstrate software to potential clients
Enter client information into comprehensive financial planning software
Interact and correspond with clients on documentation and website issues
Assist clients in aggregating their accounts into the system
Present planning solutions and recommendations to clients