Financial Planning Analyst- Only W2

Title: Financial Planning Analyst

Location: Springfield /Boston MA | Hybrid

Duration: 6+ Months

Job Description:

We are seeking a detail-oriented and tech-savvy Financial Planning Analyst who can support advisors in creating accurate and high-quality financial plans. The ideal candidate must be an expert in eMoney and able to contribute immediately without training. This role serves as a key connection between advisors and consultants by managing data entry, coordinating workflows, and ensuring the smooth delivery of financial planning solutions.

Key Responsibilities

• Enter and manage client financial data in platforms such as eMoney, RightCapital, or MoneyGuide Elite.
• Assist with financial plan creation, scenario development, and basic plan analysis to support client goals.
• Coordinate workflows between advisors, planners, and consultants to ensure timely delivery of financial plans.
• Communicate plan progress, track updates, and follow up with advisors regarding missing or incorrect information (NIGO issues).
• Prepare financial planning reports, presentation materials, and client deliverables.
• Support advisor onboarding, plan renewals, and ensure they follow process steps effectively.
• Research and recommend process improvements or software workflow enhancements.
• Maintain organized documentation and ensure accuracy in all client records.
• Work closely with consultants to support upcoming commitments and client needs.
• Promote efficiency and profitability in advisors' financial planning practices while following the MassMutual Way.

Required Qualifications

• Expert-level knowledge of eMoney and currently using it in a professional setting (plug-and-play readiness).
• Minimum 1+ year of experience in financial services or a related field.
• Series 7 license at the time of application.