What are the responsibilities and job description for the Financial Advisor position at The Encompass Group?
In partnership with a prestigious boutique wealth management firm in Westborough, MA, we are seeking a talented Certified Financial Planner (CFP) to join their expanding team.
With over $3 billion in assets under management, this well-established firm provides high-net-worth clients with a personalized approach to wealth management. Known for its strong team-oriented culture, they emphasize long-term career growth, flexibility, and community engagement. They’re now looking to bring on a driven and dedicated CFP who shares their commitment to excellence.
Position : Financial Planner
Responsibilities :
- Collaborate with the financial planning team to organize and prepare customized, complex financial plans for high-net-worth clients.
- Engage with current and prospective clients to gather, organize, and analyze financial data, providing insightful recommendations.
- Monitor and adjust client plans regularly, identifying new service opportunities and enhancing client satisfaction
Requirements :
Compensation and Benefits :
Why Join This Firm?
Salary : $80,000 - $140,000
