Financial Planning & Wealth Management Associate

About Us

Northeast Private Client Group is an entrepreneurial, privately held wealth-management and financial advisory firm serving successful individuals, families, and business owners. We deliver integrated financial advice across investments, insurance, retirement, estate, and business planning—combining institutional-level resources with a personalized, boutique approach.

Our firm is built on collaboration, execution, and innovation. We operate in a fast-growing environment where ideas are encouraged, performance is recognized, and every team member plays a meaningful role in client success.

Position Summary

The Financial Planning & Wealth Management Associate is a key member of our advisory and planning team, working in close partnership with senior advisors to manage client relationships and support both the planning and business-development process.

This individual will assist in preparing financial plans, conducting portfolio analysis, and coordinating all aspects of client service—from onboarding to implementation. You'll play a hands-on role in client engagement, helping ensure each relationship runs smoothly and efficiently.

This position is ideal for a motivated professional who enjoys working in a dynamic team setting, supporting client opportunities, and taking ownership of internal coordination to deliver an exceptional client experience. Series 7 and life insurance licenses are preferred, but not required.

Key Responsibilities

Client Relationship & Service

• Coordinate communication between clients, senior advisors, and internal departments (Investments, Planning, Servicing, Operations).
• Prepare and organize materials for client meetings, including presentations, plan updates, and follow-up summaries.
• Support client onboarding, account opening, and service requests with accuracy and attention to compliance standards.
• Track action items, oversee progress on open cases, and maintain documentation within CRM and planning systems.

Financial Planning & Analysis

Advisor Support & Team Collaboration

Required Qualifications

Preferred Qualifications

Compensation & Benefits

How to Apply

To apply, please send your resume, a brief cover letter noting your licenses, and a short statement—about 300 words—on why you're interested in joining Northeast Private Client Group and pursuing this role in financial planning.

We review applications on a rolling basis and look forward to meeting candidates who share our commitment to client service, collaboration, and professional excellence.