Associate Financial Planner

CCR Wealth Management is a rapidly growing financial planning and investment management firm in Westborough, MA, and we are seeking an Associate Financial Planner to join our team. Since 1998, CCR has been providing exceptional investment management services to our clients, and we are hoping you will join our team. Many of our clients have been with us for more than a decade and have truly become part of our family - we celebrate each birth, college graduation and retirement, and are proud of our role in supporting families and businesses. Learn more about the firm at ccrwealth.com

This position provides research, data mining, and financial planning support to all advisors in our firm as well as presenting and reviewing financial plans and the associated recommendations with advisors.

Responsibilities

• Work with our team’s current and prospective clients to gather, organize, input, and report on their financial data
• Analyze prospective client’s current situation and present comprehensive recommendations
• Monitor and re-evaluate financial plans on an ongoing basis, streamlining the financial planning process
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• Create and maintain a focus area and continuously educate yourself and the other team members about it. Complete in-depth analysis of those products or issues for all clients of the firm. (Insurance/Estate Planning, etc.)

Requirements

• 3+ years of experience
• CFP designation, enrolled in a CFP program, or would be willing to start the CFP after obtaining the Series 7 and 63/66 licenses
• Series 7 and Series 63/66 or the ability to obtain licensing within the first six months of employment
• Experience with any of our systems is not required but is a big plus: Salesforce, NetX360, Albridge, Morningstar, Laserapp, Egnyte, and eMoney.
• Excellent verbal and written communication skills

• Organized and detail oriented
• Good problem solving and time management skills
• Ability to prioritize and focus on high value tasks and opportunities
• Ability to work independently and with a team to achieve a common goal

Salary and Benefits

• The salary range will be $80-100K, based on experience and credentials
• Mentorship, learning, and growth opportunity - we want to invest in your career growth at CCR, so you will be working closely with other seasoned professionals to facilitate your development into a more senior-level position. 
• 3% safe harbor profit sharing (non-discretionary), with another 2-4% possibility (discretionary)
• 75% of health insurance paid by the firm
• Market holidays plus 18 days PTO
• Long term disability
• Company cell phone
• Strong firm culture based on improvement and growth – you will always have room to grow at CCR

The Process

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process. A background and credit check will be required.

We are an Equal Opportunity Employer.