Certified Financial Planner

Navien Financial, LLC is a forward-thinking financial services firm dedicated 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. This on-site, full-time Certified Financial Planner role is based in Boston, MA, with a salary ranging from USD 100,000 to 125,000 per year. The position focuses on working with clients to assess financial needs, deliver personalized plans, and advise on investment and retirement strategies while cultivating long-term relationships built on trust and professionalism.

Benefits

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

Responsibilities

• Work closely with clients to assess their financial needs and goals
• Provide personalized financial plans
• Advise on investment and retirement strategies
• Maintain long-term client relationships built on trust and professionalism

Requirements

• 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

Key Strengths

• Relationship Builder
• Adaptable and Quick Thinking
• Persuasive Communicator
• Collaborative Mindset

Technologies used: eMoney Advisor.