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Financial Planner

Nevils Financial LLC
Wakefield, Massachusetts
Commensurate with experience and education
Closing date
Sep 15, 2021

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Job Role
Financial Planning Support
Employment Type
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Small fee-only financial planning firm is looking for administrative/professional support. The ideal candidate would be working on or completing the CFP Certification Process. Candidate should be a self-starter with technical, research and software skills. Initially the candidate would support the two Financial Advisors while learning the administrative tasks associated with Financial Planning and Investment Management. The candidate would be encouraged to work with new potential clients and create comprehensive financial plans. We will train. Salary and hours commensurate with experience and education. Career change candidates welcome. Remote work is an option with some occasional meetings in office.

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