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Description:
We are seeking a financial planner to join our firm. The ideal candidate must be a CFP or CPA preferably holding a Series 7 and 66 securities license. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold high regard serving clients in a fiduciary capacity.
Responsibilities & Activities:
Desired Skills and Responsibilities:
Perks:
If you are interested in joining our firm, please forward your resume, cover letter and salary requirements.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
Compensation package:
Physical setting:
Schedule:
Ability to Relocate:
Work Location: Hybrid remote in Newburyport, MA 01950
Full Time
$95k-113k (estimate)
01/21/2024
05/21/2024
northeastplanning.com
Bedford, NH
100 - 200
The job skills required for Financial Planner include Planning, Problem Solving, Written Communication, Analytical Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.