×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Financial Advisor Financial Analyst

CFP Financial Planner — Strategic Wealth & Planning Expert

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: The Cape Cod Five Cents Savings Bank
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution in Massachusetts seeks a Financial Planner to create financial plans for clients. You will advise clients on various financial issues, develop targeted planning strategies, and ensure compliance with legal standards. Candidates should have at least a Bachelor's degree and CFP certification with a minimum of 3 years' experience in financial planning. Strong interpersonal skills and knowledge of financial markets are essential.

The role entails working closely with investment officers and assisting in new business acquisition.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search