Join the Wealth Planning Group in the Boston headquarters of this private investment management firm as a Financial Planner. Primary responsibilities include analyzing, preparing, and delivering client financial data and plans, keep up-to-date on current industry topics, assist in family office assignments and other tasks as needed. Ideal candidates will have a Bachelor’s degree, minimum of one year of financial planning experience, CFP designation or working towards it, interest in goals based planning, proficiency in MoneyGuidePro, Excel, NumberCruncher, Visio financial planning software, and excellent analytical and communication skills. This firm offers great benefits and promotes diversity and inclusiveness. Apply now!
Job Code: 16284
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.