Financial Planner - CFP

Navien Financial, LLC 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, Navien Financial 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. 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. This is an in‑office role. Key Strengths Relationship Builder Adaptable & Quick Thinking Bachelor’s Degree or equivalent experience and expertise 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 401(k) matching Paid time off Parental leave Benefits 401(k) matching Health insurance Paid time off Vision insurance Contact Amanda Ruggiero, Practice Manager at View email address on click.appcast.io with inquiries. #J-18808-Ljbffr Navien Financial