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CFP Financial Planner — Boston Client-Centric Wealth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-16
Listing for:
Navien Financial
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Navien Financial in Boston, MA is seeking a full-time Certified Financial Planner who will work directly with clients to help them achieve their financial goals. The role involves developing tailored financial plans and offering advice on investments and retirement.
The ideal candidate must have a Bachelor’s degree or equivalent experience, exceptional communication skills, and a CFP certification. Benefits include health insurance, paid time off, and 401(k) matching.
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