Home › Companies › 76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001 › Financial Planning Consultant
Financial Planning Consultant
76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001 · Tewksbury, MA, US, Tewksbury, MA · Active · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | 76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001 |
| Title | Financial Planning Consultant |
| Normalized title | - |
| Department / team | - |
| Location | Tewksbury, MA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2020-01-13 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Tewksbury. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 76bdda87 Dc36 4d07 B7d0 D7fdc77b320d 19000101 000001 |
| Source | 97421d6e-56fc-4262-9727-7dffa796d480 |
| ATS provider | ADP 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 ID | 97421d6e-56fc-4262-9727-7dffa796d480 |
| Provider | adp_workforcenow |
| Provider Job Key | 338340 |
| Title | Financial Planning Consultant |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Tewksbury, MA, US, Tewksbury, MA |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | MA |
| City | Tewksbury |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=76bdda87-dc36-4d07-b7d0-d7fdc77b320d&ccId=19000101_000001&lang=en_US&type=JS&jobId=338340&jwId=1586553128910250_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=76bdda87-dc36-4d07-b7d0-d7fdc77b320d&ccId=19000101_000001&lang=en_US&type=JS&jobId=338340&jwId=1586553128910250_1 |
| First Seen At | 2026-05-31 18:44:54Z |
| Last Seen At | 2026-06-06 13:25:14Z |
| Last Checked At | 2026-06-06 13:25:14Z |
| Last Changed At | 2026-06-06 13:25:14Z |
| Inactive At | — |
| Source Posted At | 2020-01-13 14:14:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=76bdda87-dc36-4d07-b7d0-d7fdc77b320d|19000101_000001/date=2026-06-06/2026-06-06T13-25-13-916Z-c2a2b63aa33fda1b2e5cd493d081b1e3c03b910568feb1a913d4277606ffadf8.json |
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