Company Description

Navien Financial, LLC is a forward-thinking financial services firm committed to empowering individuals and families to achieve their financial goals. As trusted advisors, the firm provides personalized financial planning services, helping clients navigate investments, retirement planning, and wealth management with confidence. Now a leading national financial planning firm, Navien Financial employs a client-centric approach, focusing on innovative strategies and measurable outcomes. Dedicated to fostering financial wellness, the firm prides itself on values of integrity, expertise, and service excellence.

Role Description

This is an on-site, full-time Certified Financial Planner role based in Boston, MA. The Certified Financial Planner will work closely with clients to assess their financial needs and goals, provide personalized financial plans, and advise on investment and retirement strategies. The role requires maintaining long-term client relationships built on trust and professionalism.

Key Strengths

Relationship Builder
Adaptable & Quick Thinking
Persuasive Communicator
Collaborative Mindset

Required Skills & Competencies:

Bachelor’s Degree or equivalent experience and expertise
Certified Financial Planner Designation
Strong understanding of the financial planning process
Ability to work independently while contributing to team success
Excellent communication, writing, and research skills
Highly organized with the ability to manage multiple projects and deadlines

Preferred Qualifications:

Familiarity with eMoney Advisor software is a plus
Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years
Certification as a Certified Financial Planner (CFP) with in-depth financial knowledge
Strong understanding of Finance concepts and the ability to analyze and assess financial data
Exceptional communication and interpersonal skills to build and maintain client relationships
Bachelor’s degree in Finance, Accounting, or a related field; advanced certifications or degrees preferred
Proficiency in financial planning software and tools

Benefits:

401(k) matching
Health insurance, Dental, Vision
Paid time off
Parental leave
Professional development assistance
Gym access

This is an in office role.

Please complete the below survey to help us understand your working style to apply.

https://go.cultureindex.com/p/mpiJsK8sfrBuwmQTjhb9

Contact Amanda Ruggiero, Practice Manager at aruggiero1@navienfinancial.com with inquiries.

Pay: $100,000.00 - $125,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Navien Financial

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