Senior Financial Planner

Noble Financial Group LLC; Wakefield; Hybrid; USD 85,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planner to join their expanding team. This role involves providing comprehensive financial planning services, including retirement and estate planning, to help clients achieve their financial goals. The ideal candidate will have a strong background in financial services, exceptional communication skills, and a passion for helping clients succeed. With opportunities for hybrid-remote work and a supportive team environment, this position offers a chance to make a meaningful impact in clients' lives while advancing your career in finance.

Benefits

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Vision insurance

Bonus opportunities

Qualifications

• 5+ years of experience in financial services or asset management.
• Strong knowledge of financial concepts and investment principles.

Responsibilities

• Provide comprehensive financial planning services to clients.
• Conduct in-depth financial analysis and develop personalized strategies.

Skills

Financial Planning

Investment Management

Tax Planning

Estate Planning

Communication Skills

Time Management

Attention to Detail

Teamwork

Education

Bachelor's degree in Finance

CFP Certification

Tools

Microsoft Office Suite

Advisor360

Redtail CRM

eMoney

Job description

Certified Financial Planner at Noble Financial Group, LLC

Noble Financial Group is a financial services firm located in Wakefield, MA. We take a holistic approach to planning to give our clients the most appropriate service and recommendations to suit their unique needs. We realize that every aspect of our clients' financial well-being affects the big picture, and we work with them to achieve their short-term and long-term goals.

Our team is continuing to expand, and we are currently seeking a full-time Senior Financial Planner in our Wakefield, MA office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training, there may be opportunity for hybrid-remote work if desired.

Duties:

• Provide comprehensive financial planning services to clients, including retirement planning, investment management, tax planning, and estate planning.
• Conduct in-depth financial analysis and research to develop personalized financial strategies for clients.
• Work directly with staff on all questions and issues regarding case and suitability details.
• Work with an existing team of clients with ongoing planning needs and portfolio updates.
• Collaborate with clients to understand their financial goals and objectives and provide tailored recommendations.
• Assist clients in implementing financial plans and monitor progress towards goals.
• Stay up to date with industry trends, regulations, and best practices in financial planning.

Experience:

• Bachelor's degree in finance, accounting, or a related field.
• Minimum of 5 years of experience in financial services, public accounting, or asset management.
• Must have financial planning experience.
• Proven track record of success in account management.
• Strong knowledge of financial concepts and investment management principles.
• Superior verbal and written communication skills as well as a professional phone presence.
• Strong time management skills with the capacity to prioritize business needs.
• Familiarity with business technology tools such as Microsoft Office Suite, as well as the ability to quickly gain working knowledge of job-specific technology tools.
• Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.
• Capability to remain professional in a fast-paced environment.
• Ability to work in a team environment with a positive attitude.
• Experience with CRMs and financial planning software, including Advisor360, Redtail CRM, and eMoney.

If you are a highly motivated individual with a passion for helping clients achieve their financial goals, we want to hear from you. Join our team of dedicated professionals and take your career to the next level as a Senior Financial Planner.

Job Type: Full-time

Pay: $85,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Bonus opportunities

Physical Setting: Office

Schedule: Monday to Friday

Experience: Financial planning: 5 years (Preferred)

License/Certification: CFP (Required)

Ability to Commute: Wakefield, MA 01880 (Preferred)

Work Location: Hybrid remote in Wakefield, MA 01880

Competitive compensation provided commensurate with relevant prior work experience and qualifications. Experience preferred, but not required. We will train the proper candidate. Comprehensive benefits package provided.

Equal Opportunity and Affirmative Action Employer

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales