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Job Details

Financial Planning Associate

Company name
Carl P. Sherr & Co., LLC

Location
Worcester, MA

Apply for this job






Profile

RESPONSIBILITIES WE WILL TRUST YOU WITH

We are seeking a highly motivated individual who will help service and maintain current and new relationships and assist in all areas of client support.

· Assist lead planner/principals in relationship management

· Prepare and update financial plans

· Help implement our recommendations and research issues for clients

· Client meeting preparation, meeting follow-up and onboarding new clients

· Orion, Fidelity Wealthscape, Redail (Tailwag), Bloomberg BNA and eMoney Advisor, training provided

QUALIFICATIONS

· Bachelor’s degree

· Two or more years of experience in financial planning

· CFP® candidate desired

· Strong written and verbal communication skills

· Self-motivated, confident, professional, detail oriented, efficient, the ability to work independently and as a team member

WHAT WE OFFER

· Competitive compensation

· Career advancement

· Continuing education, industry conferences, and other learning opportunities paid for or subsidized by the firm

· SIMPLE IRA with up to 3% employer match

· Company contribution towards group health insurance

· Paid holidays and paid time off

· Full time is desired

CARL P. SHERR & C0., LLC – AN INDEPENDENT, REGISTERED INVESTMENT ADVISOR

Our mission is to create an experience that invests in the success of our clients and creates a positive experience to inspire our team.

· Founded over 50 years ago

· Independent firm operating under fiduciary standard

Company info

Carl P. Sherr & Co., LLC

Company Profile

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