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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

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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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