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HomeCompanies76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001Financial Planning Consultant

Financial Planning Consultant

76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001 · Tewksbury, MA, US, Tewksbury, MA · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001
TitleFinancial Planning Consultant
Normalized title-
Department / team-
LocationTewksbury, MA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2020-01-13 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from 76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Tewksbury.Open
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Linked records

Company76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001
Source97421d6e-56fc-4262-9727-7dffa796d480
ATS providerADP Workforce Now Recruiting

Description

Financial Planning Consultant The MFA Companies® Wealth Management Practice is a well-established and growing Registered Investment Advisor in Tewksbury, MA delivering comprehensive investment management, financial planning and wealth advisory solutions. Our multi-disciplinary team includes advisors who hold the Chartered Financial Analyst® (CFA) designation, as well as those who are Certified Public Accountants (CPA), Certified Financial Planners (CFP®), Registered Life Planners (RLP®) and Personal Financial Specialists (PFS). Based north of Boston, our team works with individuals, families and investors across the U.S. to support their desire to effectively manage their wealth and navigate their financial future. Position Summary Due to our sound process/investment philosophy and ever-increasing activity, MFA’s Wealth Management Team is looking to add an additional Financial Planning Consultant. This new team member should be self-motivated with relevant financial planning experience to help develop new relationships and grow our existing customer base. The candidate will enjoy a collaborative environment filled with investment, tax, and financial planning professionals. The Financial Planning Consultant will eventually serve as a primary point of contact for a specific segment of the Firm’s book of business. He/she will lead customer meetings and contribute their knowledge in collaboration with the other team members. Solid investment knowledge and relationship management skills are extremely important to succeed in this role. Desired Skills and Qualifications Certified Financial Planner (CFP®) Bachelor’s Degree At least eight (8) years of relevant experience in financial planning Knowledge of the financial planning process Knowledge of MoneyGuidePro software General knowledge of retirement plans, insurance planning and estate planning to support the financial planning process Strong written, verbal and interpersonal skills MFA Success Criteria In addition to the above qualifications, to be successful at MFA, you must demonstrate that you: Are malcontent, resilient and resourceful Crave freedom, responsibility and opportunities to lead Are a strategic thinker Enjoy solving hard problems – and asking big questions to lead you there Thrive on the unknown, the unfamiliar, and the unexpected Are uniquely curious in the face of ambiguity or change Are a lifetime learner and strive to be at the top of your game? Are motivated by having a measurable impact on individuals, the Firm, our customers and our community If these qualities resonate with you and your future goals, we look forward to hearing from you! Additional Details Location: Tewksbury, Massachusetts Hours: Full Time. For additional detail regarding hours, please inquire within.

Full job record

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Board ID97421d6e-56fc-4262-9727-7dffa796d480
Provideradp_workforcenow
Provider Job Key338340
TitleFinancial Planning Consultant
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Statusactive
Activeyes
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Department
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Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionMA
CityTewksbury
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First Seen At2026-05-31 18:44:54Z
Last Seen At2026-06-06 13:25:14Z
Last Checked At2026-06-06 13:25:14Z
Last Changed At2026-06-06 13:25:14Z
Inactive At
Source Posted At2020-01-13 14:14:00Z
Source Updated At
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    "requisitionDescription": "<div><p style=\"margin-left:0in;\"><span style=\"color: black;background-color: white;font-size: 24pt;\">Financial Planning Consultant</span>&nbsp;</p>\n<p><span style=\"background-color: white;\">The MFA Companies® Wealth Management Practice is a well-established and growing Registered Investment Advisor in Tewksbury, MA delivering comprehensive investment management, financial planning and wealth advisory solutions.</span>&nbsp;</p>\n<p><span style=\"background-color: white;\">Our multi-disciplinary team includes advisors who hold the Chartered Financial Analyst® (CFA) designation, as well as those who are Certified Public Accountants (CPA), Certified Financial Planners (CFP®), Registered Life Planners (RLP®) and Personal Financial Specialists (PFS).</span>&nbsp;</p>\n<p><span style=\"background-color: white;\">Based north of Boston, our team works with individuals, families and investors across the U.S. to support their desire to effectively manage their wealth and navigate their financial future.</span><br> <br><span style=\"background-color: white;\"><strong>Position Summary</strong></span>&nbsp;</p>\n<p>Due to our sound process/investment philosophy and ever-increasing activity, MFA’s Wealth Management Team is looking to add an additional Financial Planning Consultant. This new team member should be self-motivated with relevant financial planning experience to help develop new relationships and grow our existing customer base. The candidate will enjoy a collaborative environment filled with investment, tax, and financial planning professionals.&nbsp;&nbsp;</p>\n<p><br>The Financial Planning Consultant will eventually serve as a primary point of contact for a specific segment of the Firm’s book of business. He/she will lead customer meetings and contribute their knowledge in collaboration with the other team members. Solid investment knowledge and relationship management skills are extremely important to succeed in this role.&nbsp;</p>\n<p><br><span style=\"background-color: white;\"><strong> Desired Skills and Qualifications</strong></span>&nbsp;</p>\n<ul>\n<li dir = \"auto\"><span style=\"background-color: white;\">Certified Financial Planner (CFP®) </span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Bachelor’s Degree</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">At least eight (8) years of relevant experience in financial planning</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Knowledge of the financial planning process</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Knowledge of MoneyGuidePro software</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">General knowledge of retirement plans, insurance planning and estate planning to support the financial planning process</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Strong written, verbal and interpersonal skills </span>&nbsp;</li>\n</ul>\n<p><span style=\"background-color: white;\"><strong>MFA Success Criteria</strong></span>&nbsp;</p>\n<p><span style=\"background-color: white;\">In addition to the above qualifications, to be successful at MFA, you must demonstrate that you:</span>&nbsp;</p>\n<ul>\n<li dir = \"auto\"><span style=\"background-color: white;\">Are malcontent, resilient and resourceful</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Crave freedom, responsibility and opportunities to lead</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Are a strategic thinker</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Enjoy solving hard problems – and asking big questions to lead you there</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Thrive on the unknown, the unfamiliar, and the unexpected</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Are uniquely curious in the face of ambiguity or change</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Are a lifetime learner and strive to be at the top of your game?</span></li>\n<li dir = \"auto\"><span style=\"background-color: white;\">Are motivated by having a measurable impact on individuals, the Firm, our customers and our community</span>&nbsp;</li>\n</ul>\n<p><span style=\"background-color: white;\">If these qualities resonate with you and your future goals, we look forward to hearing from you! </span><br> <br><span style=\"background-color: white;\"><strong>Additional Details</strong></span>&nbsp;</p>\n<ul>\n<li><span style=\"background-color: white;\">Location: Tewksbury, Massachusetts</span></li>\n<li><span style=\"color: black;background-color: white;\">Hours:</span> <span style=\"color: black;background-color: white;\">Full Time. For additional detail regarding hours, please inquire within.</span>&nbsp;&nbsp;</li>\n</ul>\n</div>\n",
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