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Financial Planning Assistant Jobs in Roxbury, MA

BRUNT Workwear

Financial Analyst

North Reading, MA · On-site

How You'll Do It Financial Planning & Analysis * Assist in the annual budgeting and forecasting processes in partnership with department heads, maintaining a rolling forecast to support forward ...

BRUNT Workwear

Financial Analyst

Reading, MA · On-site

$65K - $80K/yr

How You'll Do It Financial Planning & Analysis * Assist in the annual budgeting and forecasting processes in partnership with department heads, maintaining a rolling forecast to support forward ...

SFB

Certified Financial Planner/Consultant

Reading, MA · On-site

Provides comprehensive financial planning advice to both banking and non-banking clients in such a ... Utilize LPL technology to assist advisors in trading re-balancing client accounts. Monitor for ...

WEX

Senior Financial Analyst, FP&A

Boston, MA · On-site +1

$104K - $119K/yr

... A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable ... * Assist in analysis and preparation of financial information for quarterly earnings ...

Vista Higher Learning

Financial Analyst

Boston, MA · On-site +1

Strategic Planning, Budgeting & Decision Making * Support strategic planning and investment ... Reporting, Dashboards & Performance Analysis * Assist in preparing clear, concise financial ...

Analog Devices

Analyst, Finance Planning

Wilmington, MA · On-site

... review. * Assist with variance forecast processes by coordinating with site analysts for timely ... Strong financial analysis, accounting, and problem-solving skills, with the ability to investigate ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Roxbury, MA

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 Aug 12, 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 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 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 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.

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.
More about Financial Planning Assistant jobs
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 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,785 per year, or $31.6 per hour.

Principal FP&A Analyst: Finance Systems and Process Optimization

Waters Corporation

Milford, MA • On-site

Other

Posted 7 days ago

Job description

Overview
The Principal FP&A Analyst - Finance Systems & Process Optimization will be a key member of the ASD FP&A team, responsible for enhancing our planning, reporting, and analytics capabilities. This role will lead the automation of manual AOP processes, assist in the redesign of reporting after ERP go-live, and build scalable dashboards that improve accuracy, speed, and decision-making across the organization.
This is a role that partners with the various ASD Finance teams to streamline workflows, enhance data quality, and enable a more efficient and insight-driven FP&A function. The ideal candidate brings a blend of technical depth, FP&A expertise, and business partnering skills.
Responsibilities
AOP & Forecasting Process Automation
  • Partner with FP&A leaders to redesign planning processes for efficiency and transparency
  • Build scalable tools that reduce cycle time and improve accuracy
  • Establish best practices for financial data governance, reporting standards, and documentation of models and dashboards

Financial Modeling & Decision Support
  • Build and maintain driver-based financial models supporting resource allocation, investment decisions for Long Range planning and Strategic Initiative tracking
  • Support business case development for strategic initiatives, including ROI analysis and scenario modeling and tracking and reporting progress
  • Translate complex data into clear, actionable insights for senior leadership

Dashboarding & Analytics
  • Develop and maintain Power BI dashboards that improve visibility into financial performance, KPIs, and operational trends
  • Integrate data from ERP, CRM, and other systems to create a unified financial analytics environment
  • Drive adoption of self-service analytics across Finance and business partners
  • Develop automated reporting packages that replace legacy manual processes

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field; MBA preferred
  • 7-12+ years of progressive FP&A, commercial finance, or financial systems experience
  • Strong experience with AOP cycles, forecasting, variance analysis, and financial modeling
  • Demonstrated ability to automate financial processes using Excel/VBA, SQL, or BI tools
  • Hands-on experience with Power BI, ERP systems, and CRM platforms (Salesforce a plus)
  • Proven track record of partnering with cross-functional teams and influencing decisions
  • Strong communication skills with the ability to translate complex data into executive-ready insights
  • Ability to operate effectively in a fast-changing, matrixed environment

Company Description
Waters Corporation (NYSE:WAT) is a global leader in analytical instruments, separations technologies, and software, serving the life, materials, food, and environmental sciences for over 65 years. Our Company helps ensure the efficacy of medicines, the safety of food and the purity of water, and the quality and sustainability of products used every day. In over 100 countries, our 7,600+ passionate employees collaborate with customers in laboratories, manufacturing sites, and hospitals to accelerate the benefits of pioneering science.
Diversity and inclusion are fundamental to our core values at Waters Corporation. It benefits our employees, our products, our customers and our community. Waters complies with all applicable federal, state, and local laws. Qualified applicants are considered without regard to sex, race, color, ancestry, national origin, citizenship status, religion, age, marital status (including civil unions), military service, veteran status, pregnancy (including childbirth and related medical conditions), genetic information, sexual orientation, gender identity, legally recognized disability, domestic violence victim status, or any other characteristic protected by law. Waters is proud to be an equal opportunity workplace and is an affirmative action employer. All hiring decisions are based solely on qualifications, merit, and business needs at the time.
Key Words
FP&A
Principal Analyst
Principal Financial Analyst
Finance Analyst

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