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
