What are the responsibilities and job description for the Financial Planner position at New Planner Recruiting?
$400M AUM, FAST GROWING, PLANNING CENTRIC
This well-established business has an excellent reputation for providing holistic financial planning to clients nationwide. The firm works closely with its client base of affluent individuals and small business owners to maximize their financial resources so they can enjoy life. This is an excellent career opportunity to work with, and to learn directly from an experienced team in a rapidly growing wealth management firm.
WHAT YOU WILL GET TO DO
Support the firm in all aspects of the financial planning process including gathering data in discovery meetings, developing initial financial plans, creating planning scenarios, presenting financial plans, and coordinating recommendation implementation. Prepare plan updates and present recommendations. Answer client questions and perform research on relevant topics when necessary.
QUALIFICATIONS
Bachelor’s degree from an accredited university. Experience in Financial planning. Progress towards CFP® designation. Strong understanding of comprehensive financial planning process. Excellent written and verbal communication skills. Strong attention to detail and ability to follow through on projects effectively. eMoney experience preferred.
THE PERKS
Starting base salary range of $80k based on experience, plus bonus opportunities. Paid time off. Health, dental, life and disability insurance. 401k and profit sharing. Continuing education budget and tuition assistance. Monthly team yoga. Opportunity to grow into an advisor position.
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Experience:
- Financial planning: 1 year (Preferred)
Ability to Commute:
- Needham, MA 02492 (Required)
Ability to Relocate:
- Needham, MA 02492: Relocate before starting work (Required)
Work Location: In person
Salary : $80,000 - $110,000