Growing, independent Wealth Management firm in Westborough, MA is looking to add a motivated Financial Planner to our team. This position provides research, data mining, and financial planning support to all advisors in our firm.
This person will be expected to:
Collaborate with our financial planning team to organize and prepare complex financial plans for high net worth clients.
Work with our team’s current and prospective clients to gather, organize, input, and report on their financial data
Analyze prospective client’s current situation and present comprehensive recommendations
Monitor and re-evaluate financial plans on an ongoing basis
Responsible for recognizing opportunities to expand our services to clients during Financial Planning Analysis and recommend all ancillary services
This is a great opportunity for a motivated person to join an independent team and work directly with our team of experienced professionals. Compensation will be based on experience. We offer an excellent benefit package and retirement plan.
3+ years of experience is required. Must hold CFP® designation along with Securities licenses 7 and/or 63. Experience in financial planning software (preferably Emoney). Insurance experience and licensing is a plus. Candidates must have outstanding verbal and written communication skills, as well as appropriate academic qualifications.
About CCR Wealth Management
CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals.
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