Wealth Planning Associate

Job overview

The Wealth Planning Associate role is hybrid in Woburn, MA. The stated base salary is $80,000–$100,000 per year, with a bonus of approximately 10% based on individual and firm performance. The role supports a boutique wealth management firm providing comprehensive planning and long-term client advice.

What you'll do

• Build and update financial plans
• gather and analyze client financial information
• model retirement, equity compensation, pension, tax, charitable giving, and estate-planning scenarios
• develop recommendations based on client goals and circumstances
• review calculations and assumptions
• prepare planning materials for advisor meetings
• and coordinate with advisors, portfolio managers, operations, and the planning team.

What we're looking for

Skills & competencies

wealth planning associate

woburn ma

hybrid

claire myers consulting

$80,000–$100,000/year

approximately 10% bonus

financial planning

retirement planning

tax planning

equity compensation

series 7

life and health insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting states a base salary of $80,000–$100,000 and an approximately 10% bonus based on individual and firm performance
• other benefits are not specified.

Why this role

The posting requires a Series 7 license and a Life and Health Insurance license, along with 2–5 years of relevant experience.

About the employer

Claire Myers Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.