Financial Planner
Synectics
About the Role
We are seeking a Certified Financial Planner (CFP) to join our growing financial planning team. This is an on-site role based in Boston, MA, where you will work closely with clients to understand their financial goals, develop personalized financial plans, and provide guidance on investments, retirement planning, and wealth management strategies. The ideal candidate is a relationship-focused professional who thrives in a client-facing environment and is committed to delivering exceptional service and long-term financial guidance. Key Responsibilities • Assess clients' financial needs, goals, and objectives.• Develop and implement customized financial plans.
• Provide guidance on investment strategies, retirement planning, and wealth management.
• Build and maintain long-term client relationships based on trust and professionalism.
• Conduct financial analysis and research to support planning recommendations.
• Collaborate with team members to ensure a high level of client service.
• Manage multiple client engagements and deadlines effectively.
• Stay current on financial planning best practices, regulations, and market trends. Key Strengths • Relationship Builder
• Adaptable and Quick Thinking
• Persuasive Communicator
• Collaborative Mindset Required Qualifications • Bachelor's degree or equivalent combination of education and experience.
• Certified Financial Planner (CFP) designation.
• Strong understanding of the financial planning process.
• Ability to work independently while contributing to team success.
• Excellent communication, writing, and research skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines. Preferred Qualifications • 3+ years of experience in financial planning or personal financial planning.
• Familiarity with eMoney Advisor software.
• Strong understanding of finance concepts and financial analysis.
• Exceptional interpersonal and relationship-building skills.
• Bachelor's degree in Finance, Accounting, or a related field preferred.
• Advanced certifications or degrees are a plus.
• Proficiency with financial planning software and related tools. Benefits • 401(k) Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Parental Leave
• Professional Development Assistance
• Gym Access Work Location • In-Person / On-Site (Boston, MA)
Vacancy posted 3 days ago
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