Growth-Minded Assistant Financial Planner, CFP

SDL Search Partners; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Strong base pay

Annual bonus

Opportunities for growth, promotion, & professional development

Fantastic team & dynamic environment

Great company benefits & perks

Job summary

A leading financial advisory firm in Boston is seeking an Assistant Financial Planner to enhance their team. This role involves managing client relationships and developing tailored financial plans. The ideal candidate should possess a Bachelor's degree in Finance or Accounting, and either have the CFP designation or be on track to obtain it. The firm offers strong base pay, annual bonuses, and significant opportunities for growth and professional development within a vibrant team environment.

Qualifications

• 2-10 years of experience in Wealth Management, Financial Services, or related.
• Interest in growth and professional development within the firm.

Responsibilities

• Develop tailored financial plans for clients.
• Build relationships with clients through support and guidance.
• Gather, input, and analyze client data.

Skills

Client Relationship Management

Financial Planning

Wealth Planning

Education

Bachelor's degree in Finance or Accounting

CFP or CFP track

Job description

A leading financial advisory firm in Boston is seeking an Assistant Financial Planner to enhance their team. This role involves managing client relationships and developing tailored financial plans. The ideal candidate should possess a Bachelor's degree in Finance or Accounting, and either have the CFP designation or be on track to obtain it. The firm offers strong base pay, annual bonuses, and significant opportunities for growth and professional development within a vibrant team environment.