Goodwin Recruiting
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Sr Wealth Planning Associate: Early Career CFP!
Boston, MAFinance$75,000 - $85,000
Job Summary
A dynamic and fast growing RIA ($22B+ AUM) is looking for a SR. WEALTH PLANNING ASSOCIATE, CFP to make an immediate impact by supporting the Director of Advanced Wealth Planning with all facets of the financial planning and related client support.
The ideal SR. WEALTH PLANNING ASSOCIATE, CFP will bring a demonstrated history of financial planning, a CFP designation or be close to completion, and the desire to work with a high-performing team in a fast-growing firm.
SR. WEALTH PLANNING ASSOCIATE, CFP RESPONSIBILITIES:
- Present Client & Prospect Planning Cases Based on Individual Client-Focused Analysis
- Monitor & Update Financial Plans as Required
- Collaborate with Leadership, Marketing, & Related Teams to Continually Develop & Promote Firm Financial Planning Success
SR. WEALTH PLANNING ASSOCIATE, CFP REQUIREMENTS:
- CFP Designation
- Bachelor's Degree and 1+ Years of Experience
- Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
- Elite Communication Skills
SR. WEALTH PLANNING ASSOCIATE, CFP SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Excellent Overall Growth
Jeremy Hamon