Financial Planner

5 days left

Location
Worcester, Massachusetts
Salary
$50,000 - $65,000 per year + benefits, commensurate with experience
Posted
Apr 21, 2021
Closes
May 21, 2021
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

About Carr Financial Group

Carr Financial Group is a team of Certified Financial Planners ™, experienced advisors, and dedicated administrative staff based in Worcester, Massachusetts. We provide comprehensive and coordinated wealth management advice that encompasses all areas of our clients’ financial lives. We strive to be a lasting and valued resource for our clients, helping to create a clear vision of their life goals.

 Job Summary

The Financial Planner within the CFG team is primarily responsible for the development and implementation of our clients’ financial plans. The financial planner assists Senior Advisors in reviewing client circumstances and developing specific recommendations to help reach their goals. The Financial Planner provides holistic wealth management services to our clients and is expected to develop deep understanding of retirement planning, estate planning, tax strategies, investment strategies, and other essential services.

Job Functions for the Financial Planner will include:

Providing planning support to Client Advisor in the areas of investments, tax, pension, estate, insurance and general financial planning

Preparing for meetings, developing presentation materials, and providing reviews and ad hoc reporting.

Establishing and developing strong relationships with clients and participating in client meetings with Client Advisor.

Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner’s knowledge and training

 Qualifications

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)

Willingness to earn a Certified Financial Planner (CFP) designation.

Some experience in the financial, accounting or tax industries. 

Excellent verbal, written, analytical and organizational skills.

Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with financial planning software preferred

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