with key internal team members (Legal, Compliance, Operations, Accounting).
Cultural fit is extremely important - this team is Management, FS Clients Services, or related
Bachelor's degree in Finance, Accounting, or related
CFP or CFP track required
Job Details
| ID | #55202222 |
| State | Massachusetts |
| City | Boston |
| Full-time | |
| Salary | USD TBD TBD |
| Source | SDL Search Partners |
| Showed | 2026-07-11 |
| Date | 2026-07-07 |
| Deadline | 2026-09-05 |
| Category | Accounting/finance |
| Create resume | |
| Apply Now | |
Assistant Financial Planner/CFP
Massachusetts, Boston, 02108 Boston USA