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CFP Financial Planner — Retirement & Investment Strategy
Job in
Reading, Middlesex County, Massachusetts, 01814, USA
Listed on 2026-07-01
Listing for:
Salem Five Bank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Salem Five Bank is looking for a comprehensive financial planner to join their Reading, MA office. This role involves providing unbiased financial recommendations and developing detailed strategies for investment and estate planning for diverse clients.
The ideal candidate will hold a Bachelor's degree and have 5-7 years of relevant experience along with a CFP certification. Employees will enjoy excellent benefits including health coverage, 401(k) matching, and additional perks.
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