Find & Apply For Personal Financial Advisor Jobs in Saugus, Massachusetts

Schedule:

30-35 hours per week

Position Type:

Part-Time About Our Firm We are a small, established tax and financial advisory firm seeking an experienced Certified Financial Planner (CFP®) to join our team. Our financial advisory practice currently manages approximately $60 million in client assets , consisting primarily of retirement accounts. We are looking for a knowledgeable, personable, and self-motivated professional who enjoys working directly with clients and values the personal relationships that come with a smaller advisory practice. Key Responsibilities Manage and maintain relationships with existing financial advisory clients. Provide comprehensive financial and retirement planning. Review client investment portfolios and recommend appropriate asset allocations. Assist clients with retirement income strategies, required minimum distributions (RMDs), and distribution planning. Coordinate with our tax professionals to identify tax-efficient investment and retirement strategies. Conduct client review meetings and address ongoing financial planning needs. Assist with investment account administration, transfers, and client servicing. Evaluate insurance and annuity solutions when appropriate for client needs. Qualifications CFP® certification required. Previous experience in financial planning, wealth management, or investment advisory services. Strong knowledge of retirement accounts, investment products, and retirement income planning. Excellent communication and client relationship skills. Ability to work independently in a small professional office. Life and health insurance licenses are a plus. What We Offer Flexible part-time schedule of approximately 30-35 hours per week. Established client relationships and an existing advisory practice. Opportunity to work closely with experienced tax professionals. Small, professional, client-focused work environment. Compensation commensurate with experience and qualifications. How to Apply Interested candidates should submit a résumé outlining their financial planning experience, professional certifications, and relevant licenses.

Pay:

$70,000.00 - $100,000.00 per year

Benefits:

Retirement plan

Work Location:

In person