Financial Planner

The Encompass Group is partnering with a reputable RIA in the Boston Metro area who is looking to add a dedicated and detail-oriented individual to join their financial planning team. The ideal candidate will have excellent communication skills and strong understanding of financial planning.

Responsibilities:

• Assist in creating comprehensive financial plans for clients
• Conduct thorough research on investment products, financial strategies, and market conditions
• Prepare detailed reports, presentations, and financial summaries for client meetings
• Analyze clients’ financial situations, including cash flow, risk tolerance, and investment objectives
• Manage compliance and regulatory documentation, ensuring all policies and procedures are followed.
• Maintain and update client records with accuracy and confidentiality.
• Liaise with clients to gather necessary information and answer inquiries under the supervision of financial planners.
• Keep abreast of financial trends, regulatory changes, and new financial products.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Experience in a financial services role with heavy client interaction
• Strong analytical and numerical skills
• Series 65 license
• Desire to obtain CFP