Associate Financial Planner
- Employer
- Mayport Wealth Management
- Location
- Newton, Massachusetts
- Salary
- Base of $60,000 to $80,000 plus bonus
- Closing date
- Jun 22, 2023
View more
- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Mayport is a Registered Investment Advisor in Newton, Massachusetts. Currently a solo advisory practice, Mayport is hiring for an Associate Financial Planner. The Associate will help serve the firm's growing base of high net worth clients. Responsibilities will include a combination of financial planning and investment analysis.
The ideal candidate will have the CFA or CFP designation, or progress toward one.
Mayport is built on three pillars: in-depth financial planning, index-based portfolios, and flat fees. More information can be found on Mayport's website at mayport.com and blog at mayport.blog.
This is an in-office role, in Newton, Massachusetts.
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