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www.newburyportplanning.com My partner and I own an independent planning practice in Newburyport, MA, affiliated with a large OSJ office with practices throughout New England. Our firm prioritizes comprehensive financial planning and fee-based asset management services.We’re currently at a crossroads, managing the organic growth of our practice and would like to add another planner to assist with our existing client base and assist with new opportunities. No prospecting for new clients would be needed. We’re seeking a seasoned, technically strong planner whose focus complements that of our team, with a passion for helping others. The specifics of the role would depend on the strengths, skill set, and personal interests of the planner
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