Senior Financial Planning Manager

Senior Financial Planning Associate

(East Longmeadow, MA · Hybrid Potential · Growing Advisory Firm)

About Us

We are a growing financial planning and tax practice based in East Longmeadow, MA. Our firm is built on long-term relationships, trust, and a hands-on approach with our clients. We work closely with individuals, families, and business owners to provide thoughtful financial guidance and a high level of service.

As we continue to grow, we’re looking to add an experienced Financial Planning Associate who can play a key role in both client service and financial planning.

Position Summary

This is a key role within our firm that bridges financial planning, client service, and internal operations.

You’ll work closely with the advisor to prepare and deliver financial plans, support client relationships, and help ensure a high-quality, consistent client experience.

This is not an entry-level position—we are looking for someone with prior experience in financial services who can contribute immediately and grow with the firm.

Key ResponsibilitiesFinancial Planning & Analysis

• Gather and organize client financial data
• Build and update financial plans (retirement, tax, insurance, etc.)
• Prepare meeting materials and planning reports
• Run projections and scenario analyses
• Identify planning opportunities and potential issues

Client Service & Relationship Support

• Participate in client meetings (prep, attend, follow-up)
• Serve as a point of contact for client questions and requests
• Help maintain strong, long-term client relationships
• Ensure timely follow-up and execution of planning recommendations

Investment & Account Support

• Assist with portfolio reviews and rebalancing
• Prepare investment summaries and reports
• Coordinate with custodians and third-party managers
• Maintain accurate client and account data

Operations & Workflow

• Support CRM management and data accuracy
• Track tasks, workflows, and client action items
• Assist with onboarding and account maintenance processes
• Help improve internal systems and efficiency

Marketing & Growth Support (Secondary)

• Assist with client communications (newsletters, updates)
• Help coordinate client events or outreach initiatives
• Support ongoing efforts to improve client experience

Qualifications

Required:

• 5+ years of experience in financial services (RIA, BD, or similar)
• Strong understanding of financial planning concepts
• Excellent organization and attention to detail
• Strong communication skills (client-facing ability is key)
• Ability to manage multiple priorities in a fast-paced environment

Preferred:

• Progress toward or completion of CFP® designation
• FINRA licenses (Series 7/63/65) or willingness to obtain
• Experience with financial planning software (e.g., RightCapital)
• Familiarity with custodial platforms (NFS, etc.)

What We’re Looking For

• Someone who takes ownership and is proactive
• Strong team player who enjoys working closely with clients
• Detail-oriented but able to see the bigger picture
• Interested in long-term growth within a financial planning firm

What We Offer

• Flexible schedule and strong work-life balance
• Collaborative, team-oriented environment
• Opportunity to grow into a larger role over time
• Competitive compensation based on experience

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Work from home

Work Location: Hybrid remote in East Longmeadow, MA 01028