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Bestgen Wealth Managment, LLC
Braintree, Massachusetts
Base pay up to 90k based on experience plus bonus. 401k and health insurance.
Closing date
Feb 21, 2022

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Learn company operations, systems, and workflow procedures

Obtain CFP Certification, Series 65, and AIF Designation (timelines to be provided)

Prepare for, attend, help run and follow-up on client meetings

Run our financial planning software (E-Money) for current and new clients. Onboard clients and run plans for Senior Advisor

Assist with investment portfolio design and review

Research, read relevant publications, obtain investment and planning knowledge

Attend Society Financial Service Professional Meetings through FPA or other organizations

Aide in business development and new client introductions

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