Fanning Personnel
Get AI-powered advice on this job and more exclusive features.
Base pay range $90,000.00/yr - $120,000.00/yr
Job details
Position:
Financial Planning Associate, CFP
Location:
Boston
Company:
An RIA servicing HNW clients
Seniority level:
Associate
Employment type:
Full-time
Industry:
Financial Services and Investment Management
About the role This role involves supporting multiple Advisors by attending client meetings, gathering portfolio information, reviewing portfolios with clients, and assisting in portfolio presentations using eMoney. The position offers a culture that fosters employee success and a compensation package including a base salary plus bonus.
Application process If interested, please send your updated resume to
adamc@fanning-boston.com .
#J-18808-Ljbffr
Base pay range $90,000.00/yr - $120,000.00/yr
Job details
Position:
Financial Planning Associate, CFP
Location:
Boston
Company:
An RIA servicing HNW clients
Seniority level:
Associate
Employment type:
Full-time
Industry:
Financial Services and Investment Management
About the role This role involves supporting multiple Advisors by attending client meetings, gathering portfolio information, reviewing portfolios with clients, and assisting in portfolio presentations using eMoney. The position offers a culture that fosters employee success and a compensation package including a base salary plus bonus.
Application process If interested, please send your updated resume to
adamc@fanning-boston.com .
#J-18808-Ljbffr