Certified Financial Planner

Job Overview

Certified Financial Planner ®

About Us

Rope Financial is a fee-only wealth management firm offering financial planning, with the ability to coordinate the services of all specialized financial professionals in our clients’ lives – including estate planners, legal, and tax advisors – with investment management services. Our mission is to help our clients understand and manage their finances while designing a long-term plan so they can achieve their personal goals.

The team provides comprehensive financial planning services to a select group of clients, primary couples and families. The team is led by Rick Ropelewski, CFP®, MBA and Tom Lally, CFP®.

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The Role

This role will be involved with all aspects of a comprehensive financial planning team. The primary objective is to ensure that our clients receive the best possible advice, great service, and an overall elevated experience with our team. The ideal candidate will have financial planning experience as either a lead or associate planner, with the goal of helping the team continue to improve and grow.

This role will participate in client meetings with the goal of eventually running meetings independently. The position will include some administrative and operational activities, but will primarily center around detailed financial planning and direct interaction with clients. This would be an ideal fit for someone with experience in the industry who is excited to become a pivotal part of a small team as it continues to grow. This is not a sales or business development role.

What You’ll Do

• Develop your own knowledge in all areas of personal finance including investment, retirement, tax, estate, cash flow, and insurance planning
• Provide superb service and deliver an exceptional client experience
• Attend and actively present in client and prospect meetings
• Maintain our CRM system
• Maintain client information in our financial planning software
• Prepare for and follow up from client meetings
• Service clients’ investment accounts
• Place trades in clients’ investment accounts
• Prepare ad hoc analyses based on specific client circumstances
• Handle miscellaneous operational and compliance activities
• Develop and maintain our written processes and systems

Preferred Qualifications

• Bachelor’s degree
• Positive attitude
• Excellent interpersonal skills
• Detail oriented
• Strong quantitative and analytical skills
• Strong written communication skills
• Entrepreneurial spirit
• Experience with Microsoft Office suite of programs
• Excellent organizational and time management skills
• Genuine interest in serving and caring for other people
• Currently hold or in process of completing education for Certified Financial Planner™ designation

Location

We are located in Braintree, approximately 10 miles south of Boston, Massachusetts. The Braintree Hill Office Park has free parking, a cafeteria, and other onsite amenities.

We maintain a hybrid schedule, spending about half our time in the office and the other half working remotely.

Who Should Apply

People who are genuinely interested in the financial planning profession, enjoy a mix of working independently and being part of a team, take pride in helping others, and have a great personality and sense of humor.

Compensation

The compensation range for this position is $70,000 - $95,000 annual salary, plus bonus potential. We offer benefits including a retirement plan with employer match, financial support for relevant designations, and paid membership in professional organizations.

Next Steps

To apply, please send your resume and a cover letter stating why you would be a good fit for this position, along with any other materials you think would be helpful – such as letters of recommendation – to [email protected].

Job Type: Full-time

Pay: $70,000.00 - $95,000.00 per year

Benefits:

• Retirement plan

Application Question(s):

• Do you currently hold or are in process of completing education for Certified Financial Planner™ designation?

Work Location: In person