by Kristin Beane | Jul 18, 2020 | Job Postings
Financial Planning Para Planner Job Description Rockland Trust is currently seeking a Financial Planning Para Planner (FPP). The FPP will report to the Financial Planning Officer (FPO) and assist the FPO with the creation of goal-based financial plans for new and...
by Kristin Beane | May 26, 2020 | Job Postings
Financial Planner/Wealth Manager Company Profile: COMPASS Wealth Management, LLC, based in West Concord, MA, is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the East Coast. We provide investment...
by Kristin Beane | Mar 2, 2020 | Job Postings
Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield...
by Kristin Beane | Feb 25, 2020 | Job Postings
Associate Financial Planner We are seeking an individual with experience working directly with clients. This person will work with our existing team of professionals to develop client financial plans, analyze strategic options, generate exhibits and statements,...
by Kristin Beane | Feb 21, 2020 | Job Postings
OPERATIONS TEAM LEADER Well established and successful independent wealth management firm – Wingate Wealth Advisors, LLC, located in Lexington MA – seeks an Operations Team Leader to help us provide top tier service to our clients and advisors. We are...
by Kristin Beane | Feb 21, 2020 | Job Postings
Company Description: Artemis Financial Advisors is a female-owned, rapidly growing Boston-based registered investment advisory firm serving the needs of high net worth individuals and families. The firm is a fiduciary with four full-time professionals and provides...
