Compass Planning Associates is a fee-only financial planning company focusing on serving clients in transition. Typically, our clients are in the midst of a transition from job to retirement, job to self-employment, moving from money-mismanagement to money-control, or making a complete career change. We are seeking an Associate Planner to join our team.

Who we are: Compass Planning Associates provides comprehensive financial, tax and investment planning as fee-only services to individuals, families and small businesses. Our duty is to listen to our clients, understand their financial goals and challenges and provide unbiased advice and guidance. To us, being a fee-only partner to our client has gone beyond just a service delivery model and has become a mission. We maintain offices in Boston and in Wellesley Hills.

We are looking for: An associate planner with a CFP certification and experience in financial services and financial sales.

If you have the CFP (or are close to achieving it) and if you are attracted to the idea of an unstructured, virtual work environment, this position may be a good fit for you. The Associate Planner will work independently with back-office support and regulatory compliance requirements met by Compass Planning. Good candidates will be self-motivated, conscientious, enjoy their work, and like people. Strong computer skills are essential. This is a full-time position with flexible hours of work.

Please send résumés to work@compassplanning.com