CFP Wealth Planner: Strategic Financial Guidance

Make Your Move

Massachusetts

On-site

USD 90,000 - 125,000

Full time

4 days ago

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Benefits offered by this job

Medical, dental, and vision

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Summer family outing

Job summary

Salem Five is seeking a seasoned Financial Planner to join our Reading, MA office. You will provide comprehensive planning advice for banking and non-banking clients, create detailed financial plans, and present investment strategies to our advisory team.

The role requires CFP, Series 7/65/66 and insurance licenses, 5–7 years of experience, and proficiency with E-money, MoneyGuide, Morningstar, and Salesforce. Join a supportive, compliant environment with strong benefits.

Qualifications

Bachelor's degree with a financial/business concentration or 5-7 years of related financial services experience.
Strong MS Word and Excel skills; ability to communicate clearly in writing and speech.
Experience with financial planning software (E-money, MoneyGuide) and investment analysis tools (Morningstar).
Experience with Salesforce.com is a plus; adherence to confidentiality and professionalism.

Responsibilities

Provide comprehensive financial planning advice and unbiased recommendations to clients.
Translate client profiles into detailed financial plans and portfolio reviews with advisors.
Model investments and analyze portfolios; present strategy and product recommendations.
Collaborate with broker/dealer LPL Financial and ensure regulatory compliance.