MFA Asset Management (MFA AM) is a well-established and growing Registered Investment Advisor in Tewksbury, MA. We are currently a team of ten, which includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Chartered Financial Analysts (CFA). We differentiate ourselves from other firms in that we truly take a team approach to developing comprehensive solutions and plans, utilizing our various professionals and leveraging our parent company’s extensive tax knowledge and experience. We firmly believe that financial planning in alignment with tax-efficient investment management is the most effective means of individual wealth management.
Due to our sound process/investment philosophy and ever-increasing activity, we are looking to add an additional Financial Planning Consultant team member. The 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 new team member will eventually serve as a primary point of contact for a specific segment of the firm’s book of business. Solid investment knowledge and relationship management skills are extremely important. In addition, the new team member will need to be able to lead customer meetings and contribute their knowledge in collaboration with the other team members.
This position requires a minimum of a Bachelor's degree
This position requires at least eight years of relevant experience
Knowledge of the Financial Planning Process
Strong written, verbal, and interpersonal skills are needed
Knowledge of MoneyGuide Pro software
Knowledge of retirement plans
Knowledge of insurance planning
Knowledge of estate planning
About The MFA Companies
Individual and institutional investors turn to MFA Asset Management for thoughtful and intelligent wealth stewardship. We hold ourselves to a higher standard in our mission to deliver unparalleled service to the discerning investor who is seeking more from their financial partner. To us, it's all about helping our clients find comfort and calm amid the complex challenges they face in attaining financial security for themselves, their families and their employees.