This is a full-time, on-site role for a Certified Financial Planner at our Belchertown, MA location. The Certified Financial Planner will be responsible for client consultations, creating personalized financial plans, and providing investment advice. Daily tasks include retirement planning, tax planning, and monitoring financial goals. The role requires maintaining up-to-date knowledge of financial regulations and market conditions to best serve our clients.
- QualificationsSkills in Financial Planning and Personal Financial Planning
- Certified Financial Planner (CFP) designation
- Expertise in Finance and Retirement Planning
- Excellent communication and interpersonal skills
- Attention to detail and strong analytical skills
- Ability to work independently and in a team environment
- Bachelor’s degree in Finance, Accounting, or a related field
- Prior experience in financial planning is a plus