Team Financial Planner

Our mission at Compass Planning

Our clients are families, individuals, and small-business clients. Through careful guidance and our educational approach, we help clients achieve financial security and control over their money. Militantly fee-only since we started in 1996, we continue to stand between our clients and the confusing, sometimes predatory, financial services industry. We're excited to be a busy and growing firm. Our clients often tell us they're glad to have us in their corner...that we've helped them feel better about their financial planning.

Your mission as a Team Financial Planner

• You will be supported and developed to be a highly effective, fee only financial planner.
• Support the Team goal of providing high quality comprehensive financial planning to PEM (pleasant, engaged and mature) clients.
• Ensure clients are on-boarded smoothly and supported before and during their planning engagement. Help clients get the most from the financial planning process.
• Guide our clients through their financial planning process by answering client questions and helping with tasks as each planning engagement cycles from beginning to end.
• Continuously improve your financial planning knowledge and support other Team members as well .
• Contribute to the growth and collaborative nature of our small, mighty Team at Compass.

Key Criteria/Requirements

• Our dream candidate is excited about fee-only financial planning and is a CERTIFIED FINANCIAL PLANNER ™ practitioner.
• CERTIFIED FINANCIAL PLANNER ™ practitioner with 2 to 4 years experience
• Exceptionally comfortable with technology
• Patient and customer service orientated
• Organized and able to meet deadlines
• Team player -- focused on helping the Team help our clients
• Good communication skills: phone, email, text, virtual meeting format
• Able to travel between Boston and Wellesley offices every week and to offsite clients, as needed
• Able to attend training meetings before and/or after regular business hours, as needed