More jobs:
Remote Wealth Planner; CFP Path Planning
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-06
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
SDL Search Partners
Remote/Work from Home
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting.
This position allows for remote work opportunities.
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