$125K - $130K/yr
Familiarity with eMoney Advisor software is a plus * Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years * Certification as a Certified Financial Planner (CFP) with in ...
Quick apply
$125K - $130K/yr
Familiarity with eMoney Advisor software is a plus * Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years * Certification as a Certified Financial Planner (CFP) with in ...
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Laurel, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Laurel, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Bethesda, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Alexandria, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Alexandria, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Rockville, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Gaithersburg, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Gaithersburg, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Laurel, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Laurel, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Alexandria, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Alexandria, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Fairfax, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Fairfax, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Bowie, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Bowie, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Gaithersburg, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Gaithersburg, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
$125K - $130K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 2 days ago
Company Description
Client is a forward-thinking financial services firm committed to empowering individuals and families to achieve their financial goals. As trusted advisors, the firm provides personalized financial planning services, helping clients navigate investments, retirement planning, and wealth management with confidence. Now a leading national financial planning firm, client-centric approach, focusing on innovative strategies and measurable outcomes. Dedicated to fostering financial wellness, the firm prides itself on values of integrity, expertise, and service excellence.
Role Description
This is an on-site, full-time Certified Financial Planner role based in Boston, MA. The Certified Financial Planner will work closely with clients to assess their financial needs and goals, provide personalized financial plans, and advise on investment and retirement strategies. . The role requires maintaining long-term client relationships built on trust and professionalism.
Key Strengths
Relationship Builder
Adaptable & Quick Thinking
Persuasive Communicator
Collaborative Mindset
Required Skills & Competencies:
Bachelor's Degree or equivalent experience and expertise
Certified Financial Planner Designation
Strong understanding of the financial planning process
Ability to work independently while contributing to team success
Excellent communication, writing, and research skills
Highly organized with the ability to manage multiple projects and deadlines
Preferred Qualifications:
Familiarity with eMoney Advisor software is a plus
Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years
Certification as a Certified Financial Planner (CFP) with in-depth financial knowledge
Strong understanding of Finance concepts and the ability to analyze and assess financial data
Exceptional communication and interpersonal skills to build and maintain client relationships
Bachelor's degree in Finance, Accounting, or a related field; advanced certifications or degrees preferred
Proficiency in financial planning software and tools
Benefits:
401(k) matching
Health insurance, Dental, Vision
Paid time off
Parental leave
Professional development assistance
Gym access
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
