Compensation depends on candidate profile with path to ownership.
4 Year Degree
We are seeking an experienced CFP® or CPA® to join our firm as a Financial Planner with a path to ownership in our locally owned practice. We are an independently owned financial planning practice located in the wonderful town of Newburyport, MA along the coastline of the Northshore.
We are a member firm in the Northeast Planning Associates network of independently owned practices found throughout New England.
Our ideal candidate has ten years of experience with a strong knowledge base across all disciplines of financial planning with an in-depth understanding of tax and estate planning. In addition, we are looking for a natural people person with a passion for helping others, detail oriented, student of the profession, and entrepreneurial spirit.
Roles and responsibilities include meeting with existing and new clients, preparation and analysis of comprehensive financial plans, collaboration with client outside advisors including CPA’s and estate planning attorneys, and general client servicing.
The benefits and opportunities for joining our firm include the following:
Wonderful town to work, network and enjoy life every day.
Salary and bonus based on growth of firm
Several paths to ownership depending on candidate profile
No production or requirements for client development
Potential for four-day work weeks and 4 plus weeks’ vacation
Team oriented office with strong desire to work hard, play hard and have fun
To learn more about our practice, please feel free to visit the website below.
About Northeast Planning Associates, LPL Financial
For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families and business owners.
Whether you are just beginning to establish a financial foundation or continuing to build your net worth, our advisors can objectively review your personal or business situation, discuss your lifetime objectives, identify needs and make appropriate recommendations. Through a comprehensive plan done in the best interests of our clients, we develop a well-balanced strategy that thoroughly encompasses individual objectives, goals and level of risk tolerance. In customizing an individual plan to meet the needs of every client, we strive to help each client work towards and maintain a healthy financial future.
With over 20 offices located in New England, our team of professionals is dedicated to providing you quality service and an individualized financial planning experience. With an array of financial resources to choose from,we will use our experience and... insight to analyze your situation and make recommendations to you based on a comprehensive spectrum of financial topics. We believe that our independent objectivity can mean a world of difference when planning your future.
Our reputation for trust and integrity is the foundation on which we build our relationships. Our reputation is measured by the financial independence planned for by our clients. With your financial integrity being our highest priority, let us help you to work towards your long-term goals. Northeast Planning Associates, Inc.—Encompassing Your Financial Future.