JCW | Certified Financial Planner

2 weeks ago


boston, United States JCW Full time

Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele.


Key Responsibilities:

  • Build and maintain long-term relationships with clients, offering tailored financial planning and wealth management advice.
  • Conduct in-depth financial analysis, including retirement planning, investment strategies, tax optimization, and estate planning.
  • Develop customized financial plans aligned with clients' goals, risk tolerance, and financial circumstances.
  • Provide periodic reviews and updates to clients, ensuring their financial plans adapt to changing circumstances and market conditions.
  • Maintain compliance with regulatory standards, ensuring ethical and professional service delivery.
  • Collaborate with internal teams, such as investment advisors and tax specialists, to provide holistic client solutions.


Key Qualifications:

  • Certified Financial Planner (CFP) designation or equivalent; additional certifications (e.g., CFA, ChFC) are a plus.
  • Proven experience in financial planning or wealth management (minimum 5 years preferred).
  • Strong knowledge of investment products, tax strategies, and financial regulations.
  • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
  • Client-first mindset with a demonstrated track record of building trust and long-term relationships.
  • Self-starter with excellent organizational and time management skills.



  • boston, United States JCW Full time

    Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele.Key...


  • Boston, United States JCW Full time

    Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele.Key...


  • Boston, Massachusetts, United States Suffolk University Full time

    At Suffolk University, we are seeking a skilled Strategic Financial Planner to join our team. As a key member of the Budget Office, you will be responsible for providing high-level support to senior management in budget development and financial analysis.Key ResponsibilitiesServes as the primary contact for departments on all budget-related mattersManages...


  • Boston, United States Fanning Personnel Full time

    Financial Planner, CFP/ CFP in progress opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...


  • Boston, United States Fanning Personnel Full time

    Financial Planner, CFP/ CFP in progress opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...


  • boston, United States Fanning Personnel Full time

    Financial Planner, CFP/ CFP in progress opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Financial Advisor

    6 days ago


    Boston, United States Northwestern Mutual Full time

    OverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...


  • Boston, United States Financial Relations GmbH Full time

    Financial Planning Associate Four Ponds Financial Planning, LLC, a fee-only firm that strives to be great rather than big, is seeking a Financial Planning Associate to support its continued growth. The Financial Planning Associate will support the firm’s founder in delivering top-notch financial advice and service. Duties will include assisting in the...


  • Boston, Massachusetts, United States Rue Gilt Groupe Full time

    Role Description: As an ASSOCIATE MERCHANDISING PLANNER - E-COMMERCE, you will be responsible for developing and executing merchandising strategies for multiple departments. This involves analyzing data, collaborating with cross-functional teams, and driving business growth. You will work closely with the Sr. Merchandise Planner to ensure the category vision...

  • Wealth Planner

    1 week ago


    Boston, United States Cerity Partners Full time

    Job DetailsJob Location Boston Office - Boston, MA A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Primary Responsibilities Assist advisory team with onboarding of new clients: customize our standard...


  • Boston, United States New Planner Recruiting LLC Full time

    $400M AUM, FAST GROWING, WOMAN LED Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm that has been serving clients for over thirty years. This well-established business has an excellent reputation for providing holistic financial planning to clients nationwide. The firm works closely with its...


  • Boston, Massachusetts, United States LearnLux Full time

    About LearnLuxLearnLux is a leading provider of workplace financial wellbeing solutions that blend fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. Our award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing...

  • Traffic Engineer

    19 hours ago


    Boston, Massachusetts, United States WSP Full time

    OverviewWelcome to WSP USA, one of the world's leading engineering and professional services firms. We are a dedicated team of engineers, planners, technical experts, strategic advisors, and construction management professionals. Our mission is to serve local communities and provide lasting solutions in various markets.Job DescriptionWe are seeking a highly...


  • Boston, United States New Balance Full time

    Who We Are: Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core values and driven by the belief that conventions were meant to be challenged. We foster a culture in which every associate feels welcomed and respected, where leaders...


  • Boston, Massachusetts, United States Citizens Full time

    Citizens Private Bank is seeking a seasoned Wealth Advisor to deliver exceptional wealth management services to ultra-high net worth (UHNW) clients. This opportunity involves collaborating with internal teams, including private bankers, trust officers, and estate planners, to provide seamless client service.The ideal candidate will possess a strong track...


  • Boston, United States Avangrid Inc. Full time

    Senior OSW Regional PlannerApply locations: United States Of America, Massachusetts, BostonPosted on: Posted 3 Days AgoTime left to apply: End Date: January 31, 2025 (30+ days left to apply)Job Requisition ID: R-08936The base salary for this position is dependent upon experience and location:Salary range: $106,013.00 to $132,517.00Location: Boston, MAThe...


  • Boston, United States Equitable Services Full time

    Financial Professional - MA, Boston (5044) ( 230000JA ) Primary Location : UNITED STATES-MA-Boston Organization : Equitable Advisors Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to...


  • Boston, Massachusetts, United States Broadridge Financial Solutions , Inc. Full time

    About UsBroadridge Financial Solutions, Inc. is a global Fintech leader delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers, and public companies. Our mission is to empower others to achieve more, and our culture is built on trust and mutual respect.We prioritize diversity, equity,...

  • Planner

    1 week ago


    Boston, United States Suffolk Construction Full time

    PlannerID 2025-8490Job Location : LocationUS-MA-BostonType Regular Full-TimeCategory/Department Hidden (18691)OverviewAbout Suffolk Suffolk is a national enterprise that builds, innovates and invests. Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction management services with...


  • Boston Heights, United States Arhaus Full time

    Since 1986, our mission has been simple. We design and build heirloom quality products while holding true to our commitment to use earth-friendly materials and to give back whenever possible. We are looking for someone who shares our love of storytelling and believes passionately in the value of heirloom quality artisan furniture, sustainability, and our...