Talent.com
Financial Planning Analyst
Financial Planning AnalystRose International • Boston, MA, US
Financial Planning Analyst

Financial Planning Analyst

Rose International • Boston, MA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.temporary
job_description.job_card.job_description

Date Posted : 10 / 17 / 2025

Hiring Organization : Rose International

Position Number : 490183

Industry : Insurance

Job Title : Financial Planning Analyst

Job Location : Boston, MA, USA, 02210

Work Model : Hybrid

Work Model Details : Hybrid, onsite 3 days a week

Shift : 8 AM - 5 PM

Employment Type : Temporary

FT / PT : Full-Time

Estimated Duration (In months) : 6

Min Hourly Rate ($) : 25.00

Max Hourly Rate ($) : 28.50

Must Have Skills / Attributes : Data Entry, Design, Finance, MS Excel, Presentations

Experience Desired : Experience in financial services, preferably within wealth management or financial planning (2+ yrs); Hands-on experience using eMoney for financial plan creation and data entry (1+ yrs); Exposure to financial planning software such as Right Capital or MoneyGuideElite (1+ yrs)

Required Minimum Education : High School Diploma or equivalent

Preferred Education : Bachelor’s Degree

Required Certifications / Licenses : Series 7 license and Series 63 or equivalent license (or ability to obtain within 180 days of start)

  • C2C is not available

Job Description

Required Education :

  • High School Diploma or GED

    • Preferred Education :

  • Bachelor’s degree

    • Required License / Certification :

  • Series 7 license (at time of application)
  • Series 63 or equivalent license (or ability to obtain within 180 days of start)

    • Required Qualifications / Skills / Experience :

  • Must be a master-level user of eMoney and actively using it today (plug-and-play for data entry)
  • Minimum 1+ year of experience in financial services
  • Strong communication skills (verbal and written)
  • Organizational and interpersonal skills including flexibility, accuracy, and attention to detail
  • Ability to work collaboratively and manage multiple priorities effectively

    • Preferred Qualifications / Skills / Experience :

  • Experience with other financial planning software such as Right Capital or MoneyGuideElite
  • Advanced proficiency in Excel, PowerPoint, and other digital tools
  • Strong research skills and ability to quickly learn new systems
  • Team-oriented and collaborative mindset
  • Ability to handle details with thoroughness and accuracy

    • Financial Planning Analyst Overview :

    The Financial Planning Analyst plays a critical role in supporting the creation and execution of high-quality financial plans. This role manages data entry, coordinates workflows, and ensures accuracy across various financial planning software platforms. The Analyst serves as a key connection between advisors and consultants and contributes to advisor onboarding, process improvement, and financial planning deliverables that lead to better client outcomes.

    As part of the Wealth Management organization, the Analyst will collaborate with specialists across multiple disciplines, including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations. The role supports efficient plan input, scenario creation, stress testing, and identification of client strengths and opportunities. The position requires proactive engagement with advisors and business partners to deliver consistent, accurate, and timely financial planning results.

    Job Duties :

  • Enter client data into financial planning software including eMoney, Right Capital, and MoneyGuideElite
  • Assist team members with plan analysis, design, and development of client strategies to meet goals
  • Manage workflow between advisors / planners and case consultants to ensure timely delivery of plans
  • Prepare correspondence, track financial plan progress, and communicate updates as needed
  • Follow up with advisors to ensure annual plan renewals and resolve Not-in-Good-Order (NIGO) issues
  • Research and recommend new workflow or process improvement solutions
  • Create and organize presentation materials for team members and client deliverables
  • Maintain effective communication between consultants and advisors to ensure seamless collaboration
  • Support advisors in running efficient and profitable financial planning practices
  • Embrace the client Way through a comprehensive and consultative approach to client service

    • Specific Details to Call Attention To :

  • Must be a master-level eMoney user, actively using it today
  • Series 7 license required at time of application
  • Series 63 (or equivalent) must be obtained within 180 days of hire
  • Only those lawfully authorized to work in the designated country associated with the position will be considered.
  • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.

    • Benefits :

    For information and details on employment benefits offered with this position, please visit here. Should you have any questions / concerns, please contact our HR Department via our secure website.

    California Pay Equity :

    For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

    serp_jobs.job_alerts.create_a_job

    Financial Planning Analyst • Boston, MA, US