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Financial Consultant Financial Analyst

Junior Financial Planner: Data-Driven & Client-Focused

Job in Westwood, Norfolk County, Massachusetts, 02090, USA
Listing for: Heritage Financial Services, LLC
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 95000 USD Yearly USD 80000.00 95000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Westwood is seeking an entry-level Associate Financial Planner to join their planning team. The role involves creating and updating financial plans, performing detailed financial analyses, and collaborating across departments. Candidates should possess a Bachelor's degree, have strong attention to detail, and be adept in Excel. The firm offers competitive salaries ranging from $80,000 to $95,000 along with PTO and paid holidays.
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