Financial Planning Consultant
MFA Asset Management (MFA AM) is a well-established and growing Registered Investment Advisor in Tewksbury, MA. We are currently a team of ten, which includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Chartered Financial Analysts (CFA). We differentiate ourselves from other firms in that we truly take a team approach to developing comprehensive solutions and plans, utilizing our various professionals and leveraging our parent company’s extensive tax knowledge and experience. We firmly believe that financial planning in alignment with tax-efficient investment management is the most effective means of individual wealth management.
Due to our sound process/investment philosophy and ever-increasing activity, we are looking to add an additional Financial Planning Consultant team member. The new team member should be self-motivated with relevant financial planning experience to help develop new relationships and grow our existing customer base. The candidate will enjoy a collaborative environment filled with investment, tax, and financial planning professionals.
The new team member will eventually serve as a primary point of contact for a specific segment of the firm’s book of business. Solid investment knowledge and relationship management skills are extremely important. In addition, the new team member will need to be able to lead customer meetings and contribute their knowledge in collaboration with the other team members.
- This position requires a minimum of a Bachelor's degree
- This position requires at least eight years of relevant experience
- Knowledge of the Financial Planning Process
- Strong written, verbal, and interpersonal skills are needed
- Knowledge of MoneyGuide Pro software
- Knowledge of retirement plans
- Knowledge of insurance planning
- Knowledge of estate planning