CFP Financial Planner — Retirement & Investment Strategy

Salem Five Bank; Reading (MA); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Summer family outing

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

Financial planning

Investment analysis

Communication

Microsoft Excel

Research skills

Education

Bachelor's Degree with a financial/business concentration

CFP Certification

Tools

E-money

Morningstar

Salesforce.com

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.