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Financial PlannerAffinia Financial Group, a Registered Investment Advisor (RIA) located in Burlington, MA, is seeking an experienced Financial Planner to join our team.We are a growing wealth management and financial planning firm where teamwork is a critical component of our culture.Job responsibilities include primarily:Drafting and completing comprehensive and situational financial plans within established deadlinesCommunicating with clients as necessary both verbally and in writingPreparing and organizing files for initial client appointments and follow upResearching and developing expertise in financial planning strategiesSuccessfully and completely coordinating actions with advisors, other employees and clientsResearching insurance and annuity options and gathering quotes and illustrationsPreparing agendas and materials for Annual Portfolio Review Meetings as well as other miscellaneous meetings and ensuring action items are delegated and completedEnhancing the strong relationships with our prospects and clientsAssisting the team with practice management, quality improvement and efficiency solutionsOther support services as needed from time to timeExperience:Working in a financial planning and/or wealth management firm: 5 years (Required)Proficiency in E-Money Software (Preferred)Proficiency in Salesforce a plusKnowledge of insurance and annuity products and strategies a plusKnowledge or experience in special needs financial planning a plusEducation/Licenses:Bachelor's Degree (Required)CFP?, CPA? or Registered Paraplanner? (Preferred)· FINRA Series 7, 63, 65 or 66 (a plus)Salary Range: $65,000 to $85,000 annually, commensurate with experience.Generous employee benefits available.If this position is what you are seeking, please submit the following:your resumecover letter to include why this position is attractive to you, something about yourself, and where you see yourself in 5 years.References upon request ................
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