What are the responsibilities and job description for the Financial Planner position at Navien & Amaya Consultants?
About the Company
Navien and Amaya Consultants 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, NAC employs a 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.
About the Role
This is an on-site, full-time Financial Planner role based in Boston, MA. The 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.
Responsibilities
- Relationship Builder
- Adaptable & Quick Thinking
- Persuasive Communicator
- Collaborative Mindset
Qualifications
- 5 years of hands on Financial Planning experience
- Certified Financial Planner Designation (Or willingness to get designated)
- 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
Required Skills
- 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
Preferred Skills
- Health insurance
- Dental
- Vision
- Paid time off
- Professional development assistance
- Gym access
Pay range and compensation package
This is an in office role. Please complete the below survey to help us understand your working style to apply.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Equal Opportunity Statement: Contact Amanda Ruggiero, Practice Manager at aruggiero1@naconsultants.com with inquiries.