55 cfp jobs at 32 companies in Boston, MA
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Wealth Advisor
Burlington, Massachusetts, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's in Economics/Finance or related; CFP (or in process) with 5 years' experience (or 7 years without CFP); strong financial planning knowledge, CRM and Microsoft Office proficiency, clean Form U4 required.
Salesforce, Microsoft Office
1w
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Wealth Planning Analyst
Boston, Massachusetts, United States
$75k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1-2 years experience, CFP preferred or willingness to obtain, proficiency with Microsoft Office and eMoney, strong analytical and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, eMoney
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Client Acquisition Advisor
Londonderry, New Hampshire, United States
OnsiteFull Time
3+ YOE3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity.
Microsoft Office Suite, CRM
2mo
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Financial Planning Consultant - Merrimack, NH
Merrimack, New Hampshire, United States
OnsiteFull Time
5+ YOE5+ years financial services experience; FINRA Series 7; Series 63/65 or 66; Insurance license within 90 days; CFP preferred.
3w
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Vice President, Fiduciary
Boston or New York
$69k-$170k/yr OnsiteFull Time
6+ YOEBachelor's degree,6+ years fiduciary administration experience,knowledge of trust/estate/charitable administration,client relationship management,JD/CTFA/CFP preferred.
1d
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Investment Management Consultant II - Merrimack
Merrimack, New Hampshire, United States
OnsiteFull Time
7+ YOERequires Series 7 and 66 licenses or ability to acquire Series 66, state registrations, 7+ years of financial relationship management, and a bachelor's degree or equivalent. CFP preferred.
Portfolio Advisory Services (PAS)
2w
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
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Wealth Management Associate
Canton, Massachusetts, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microsoft Office, Microsoft Excel
3mo
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Senior Wealth Analyst
Boston, Massachusetts, United States
$77k-$124k/yr OnsiteFull Time
2+ YOEBachelor's degree; CFP certification; 2-3 years experience; Excel proficiency; strong integrity and confidentiality; teamwork and strong communication; analytical and organizational skills; proactive project ownership.
Microsoft Office, Excel, Salesforce, Portfolio Accounting Software, DocuSign, Planning Software
2mo
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Investment Analyst
Newton or Boston
$60-$120/yr OnsiteFull Time
5+ YOEBachelor’s degree required; 5+ years in financial services; CFA/CIMA/CFP a plus; Series 65/66; advanced Excel/PowerPoint/Word; strong communication; independent work.
Excel, PowerPoint, Word
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Advisor - Boston
Boston, Massachusetts, United States
$90k-$140k/yr OnsiteFull Time
Undergraduate degree and professional designation (CFP, CPA, CFA, or JD). Strong financial planning experience, Microsoft Office proficiency, client communication, and team leadership; 4+ years preferred.
Microsoft Word, Microsoft Excel, Windows, CRM
1w
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Executive Wealth Services Advisor
Boston or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
7+ YOEAdvanced wealth and executive compensation planning expertise; 7+ years planning-related experience desired; JD/CPA/CFP preferred; strong technical, communication, and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
3mo
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Senior Wealth Advisor
Boston, Massachusetts, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s degree in finance/business/economics preferred; strong communication and organization.
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Business Development Officer
New York City or Boston or Saratoga Springs or West Conshohocken
$120k-$150k/yr HybridFull Time
5+ YOEBachelor's degree in Business/Finance (required), 5+ years business development/sales in financial services, FINRA Series registrations, CFP/CFA preferred, strong communication and relationship management skills.
1w
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Executive Wealth Services Advisor
Boston or Dallas or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
7+ YOE7+ years planning-related experience desired; advanced knowledge of tax, trust, estate, equity and executive compensation planning; JD/CPA/CFP desired; strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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Retirement Plan Consultant - Hartford, VT
Hartford or Burlington
RemoteFull Time
High school diploma (BA preferred), Series 7 and Series 66 and appropriate state insurance licenses preferred, CFP/ChFC desirable, excellent presentation skills; bilingual Spanish a plus.
3d
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Registered Dietitian
Melrose, Massachusetts, United States
OnsiteFull Time
Bachelor’s degree in dietetics or nutrition, registered dietitian registration, state licensure or certification, and ANSI-CFP food protection manager certification. Two years of long-term care experience preferred.
Microsoft Office
1w
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Financial Planner (Boston, MA)
Boston, Massachusetts, United States
$77k-$90k/yr HybridFull Time
1+ YOEBachelor's degree preferred, CFP® coursework completion preferred, 1+ year financial industry experience preferred; strong analytical, communication, and organizational skills; ability to travel up to 10%.
eMoney, Morningstar, SS Analyzer, Microsoft Excel, Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Servicing Financial Advisor - Boston area
Needham, Massachusetts, United States
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial advisory experience; strong knowledge of investment and retirement planning; excellent communication; ability to work in a fast-paced environment; active or obtainable FINRA/insurance licenses; CFP preferred.
1mo
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Certified Financial Planner/Consultant
Reading, Massachusetts, United States
$90k-$125k/yr OnsiteFull Time
5+ YOECFP required; Series 7, 65, or 66 and insurance licensing preferred; Bachelor's in finance/business or 5+ years related experience; proficiency with financial planning and investment software; strong communication skills.
E-Money, Money guide, Morningstar, LPL Clientworks, LPL, Salesforce.com, Microsoft Word, Microsoft Excel
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