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Financial Planning Assistant Jobs in Roxbury, MA

Vrtx

Financial Planning & Analysis Manager

Boston, MA · Hybrid

$114K - $150K/yr

... and assist in the consolidated monthly and quarterly financial review presentations Innovation ... (FP&A, business partnering, or related areas) demonstrating strong technical and analytical skills ...

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site

$75K - $90K/yr

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Cushman & Wakefield

Senior Financial Analyst (FP&A)

Boston, MA · On-site

$92K - $115K/yr

The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow ...

BrightonONE

Financial Analyst

Brighton, MA · On-site

$75K - $83K/yr

Budgeting & Financial Planning * Assist in the preparation and implementation of the annual budget, providing financial insights and variance analysis. * Track and analyze major expenses (e.g ...

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Financial Planning Assistant information

See Roxbury, MA salary details

$38.5K

$65.8K

$113.4K

How much do financial planning assistant jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial planning assistant in Roxbury, MA is $65,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $74,300.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

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What cities near Roxbury, MA are hiring for Financial Planning Assistant jobs?

Cities near Roxbury, MA with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Roxbury, MA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $65,785 per year, or $31.6 per hour.

Financial Planning Assistant - Hingham, MA

Hingham, MA

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Position: Financial Planning Assistant
Firm: South Shore Retirement Services
Location: Hingham, MA
Overview:
Are you passionate about delivering exceptional client service and eager to play a key role in supporting a successful financial planning team? In this role, you’ll collaborate with advisors by preparing for meetings, conducting investment research, and coordinating prospect interactions—all while ensuring a positive client experience. The ideal candidate possesses strong interpersonal skills, a commitment to client satisfaction, and thrives in a fast-paced, collaborative environment. If you’re looking for a rewarding opportunity where your contributions truly matter, we encourage you to apply today.
South Shore Retirement Services—a fast-paced, independent financial advisory firm in Hingham, MA—is seeking a Financial Planning Assistant to join our team. In this role, you’ll work directly with our advisory team, supporting advisors with the day-to-day work surrounding client meetings and financial planning. The ideal candidate is eager to grow their career in the financial industry and contribute to our firm's ongoing success.
What You’ll Do:
  • Preparing and processing client and account paperwork
  • Preparing for advisor meetings and financial plans
  • Sitting in in client meetings when needed
  • Taking meeting notes and entering notes and follow-up items into our CRM
  • Assisting with the preparation and updating of financial plans
  • Gathering statements, reports, and other information needed for meetings
  • Tracking outstanding paperwork and advisor follow-up items
  • Working with our operations and service teams to help move client matters through completion
What We’re Looking For:
  • Associates Degree preferred
  • 2+ years of experience in financial services, wealth management, banking, insurance, mortgage processing, or a related field within a fast-paced office environment
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM’s (HubSpot, Redtail or Salesforce)
  • Strong organizational skills
  • Excellent communication; written and verbal
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Experience working in the financial industry and in supporting financial advisors is a plus!
  • Series 65, Series 66 or similar is a plus!
What You’ll Get:
Pay amp; Perks:
  • $65,000 - $75,000/yr, depending on licensing and experience
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • 401(k) with company match
  • Professional development opportunities
Schedule:
  • In office: Monday – Friday, 8:30am – 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply