Senior Financial Planner

Noble Financial Group is a financial services firm located in Wakefield, MA. We take a holistic approach to planning to give our clients the most appropriate service and recommendations to suit their unique needs. We realize that every aspect of our clients' financial well-being affects the big picture, and we work with them to achieve their short-term and long-term goals.

Our team is continuing to expand, and we are currently seeking a full-time Senior Financial Planner in our Wakefield, MA office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training, there may be opportunity for hybrid-remote work if desired.

Duties:

• Provide comprehensive financial planning services to clients, including retirement planning, investment management, tax planning, and estate planning.
• Conduct in-depth financial analysis and research to develop personalized financial strategies for clients.
• Work directly with staff on all questions and issues regarding case and suitability details.
• Work with an existing team of clients with ongoing planning needs and portfolio updates.
• Collaborate with clients to understand their financial goals and objectives and provide tailored recommendations.
• Assist clients in implementing financial plans and monitor progress towards goals.
• Stay up to date with industry trends, regulations, and best practices in financial planning.

Experience:

• Bachelor's degree in finance, accounting, or a related field.
• Minimum of 5 years of experience in financial services, public accounting, or asset management.
• Must have financial planning experience
• Certified Financial Planner (CFP) designation preferred.
• Licenses: Series 63, Series 65 and/or Series 66, 7 preferred.
• Proven track record of success in account management.
• Strong knowledge of financial concepts and investment management principles.
• Superior verbal and written communication skills as well as a professional phone presence.
• Strong time management skills with the capacity to prioritize business needs.
• Familiarity with business technology tools such as Microsoft Office Suite, as well as the ability to quickly gain working knowledge of job-specific technology tools is a priority.
• Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.
• Capability to remain professional in a fast-paced environment.
• Ability to work in a team environment with a positive attitude.
• Experience with CRMs and financial planning software, including Advisor360, Redtail CRM, and eMoney.

If you are a highly motivated individual with a passion for helping clients achieve their financial goals, we want to hear from you. Join our team of dedicated professionals and take your career to the next level as a Senior Financial Planner.

Job Type: Full-time

Pay: $85,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities

Physical Setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Financial planning: 5 years (Preferred)

License/Certification:

• CFP (Required)

Ability to Commute:

• Wakefield, MA 01880 (Preferred)

Work Location: Hybrid remote in Wakefield, MA 01880

Competitive compensation provided commensurate with relevant prior work experience and qualifications. Experience preferred, but not required. We will train the proper candidate. Comprehensive benefits package provided.

Equal Opportunity and Affirmative Action Employer

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.