59 cfp jobs at 32 companies in Massachusetts
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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
1mo
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Regional Sales Manager
Michigan or Indiana or Ohio or Pennsylvania or New York or Maine or New Hampshire or Massachusetts or Connecticut or Rhode Island or Maryland or District of Columbia or Delaware or Vermont
$107k-$135k/yr FieldFull Time
5+ YOEBachelor's degree, 5+ years sales experience in hydraulics/pneumatics selling to OEMs/distributors, CFPS preferred; extensive travel (50%+).
Salesforce
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
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.
4d
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Wealth Management Intern Transition (PMFA, Family Legacy, Trust, Investment Research, Insurance Agency)
Colorado or Illinois or Ohio or Massachusetts
$77k-$91k/yr HybridFull Time, Internship
Bachelor's or master's degree in finance, mathematics, economics, accounting, or related field; 3.0 GPA; analytical and communication skills; CFP coursework or commitment to required certifications.
Flexible Time Off
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
1mo
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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
1mo
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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
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.
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
5d
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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
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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.
1mo
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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.
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
1mo
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Retirement Plan Consultant - Hartford, VT
Hartford or Burlington
RemoteFull Time
Requires strong presentation skills, appropriate state insurance licenses and Series 7/66 preferred; CFP/ChFC desirable. High school required, bachelor\u0002s preferred; bilingual Spanish a plus.
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
2d
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Associate Wealth Advisor
Boston or Needham
$85k-$95k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, 4+ years of financial services experience, financial analysis and planning expertise, CRM proficiency, and clean U4; CFP, ChFC, or CPA plus PFS preferred.
CRM, financial planning software
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