Certified Financial Planner/Consultant

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

This position requires the ability to work in the Reading, MA office. 

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside.

Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA.

We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees.

Come see what we’re all about.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

Other duties may be assigned.  


* Provides comprehensive financial planning advice to both banking and non-banking clients in such a way as to provide unbiased financial recommendations to all types of clients.

Should be perceived as a knowledgeable and trusted advisor on matters relating to investment planning, retirement planning, education funding planning, and estate planning.  Should be able to provide clients a detailed analysis of their needs as well as a strategy to implement this plan.


* Responsible for working with Financial Advisors to convert customer profiles into customized in-depth financial plans and portfolio reviews.


* Must have experience with financial planning software (E-money, Money guide) as well as investment analysis software (Morningstar, etc.).


* Analyze and model clients current financial track and evaluate their current investment holdings in relation to underlying plan.


* Research and recommend additional banking products and services.


* Develop deliverable plan for client presentation.

Independently assess and clearly communicate appropriate recommendations on both strategy and products to the financial consultant.  Collaborate with the advisor to finalize planning/investment recommendations for the client.


* Meet with prospective/existing clients when needed to deliver planning presentation as needed.


* Works in conjunction with the broker/dealer firm LPL Financial, and is responsible for maintaining a high degree of professional and ethical behavior.

Financial recommendations to clients should be performed in a manner so as to be in compliance with all state, federal, SEC, and other regulatory agencies.


* Perform due diligence and research on various investments (funds, ETF’s, Equities, Bonds, Annuities, Alternatives) and report findings.

Analyze existing investment portfolios for advisors and make appropriate recommendations on changes or ...