CFP Financial Planner — Retirement & Investment Strategy
Salem Five Bank
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Salem Five Bank is looking for a comprehensive financial planner to join their Reading, MA office. This role involves providing unbiased financial recommendations and developing detailed strategies for investment and estate planning for diverse clients.
The ideal candidate will hold a Bachelor's degree and have 5-7 years of relevant experience along with a CFP certification. Employees will enjoy excellent benefits including health coverage, 401(k) matching, and additional perks.
Qualifications
- 5-7 years of financial services experience or equivalent education and experience.
- Demonstrated proficiency with Microsoft applications and financial planning software.
- Outstanding communication skills and ability to simplify financial data.
Responsibilities
- Provide comprehensive financial planning advice to clients.
- Collaborate with Financial Advisors to create customized financial plans.
- Analyze clients' financial situations and recommend appropriate products.
Skills
Education
Tools
Job description
Salem Five Bank is looking for a comprehensive financial planner to join their Reading, MA office. This role involves providing unbiased financial recommendations and developing detailed strategies for investment and estate planning for diverse clients.
The ideal candidate will hold a Bachelor's degree and have 5-7 years of relevant experience along with a CFP certification. Employees will enjoy excellent benefits including health coverage, 401(k) matching, and additional perks.
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