Assistant Financial Planner

SDL Search Partners; Boston (MA); On-site; USD 140,000 - 180,000; Full time

Job summary

A prestigious firm in Boston is seeking an Assistant Financial Planner to join its growing team. This role involves developing tailored financial plans and working closely with clients and internal teams. Ideal candidates will have experience in wealth management and a strong commitment to professional growth within the firm.

Benefits

Strong base pay

Annual Bonus

Opportunities for growth, promotion, & professional development

Dynamic team environment

Great company benefits & perks

Qualifications

• 2-10 years of experience in Wealth Management or related.
• Interest in growth, and professional development within the firm.

Responsibilities

• Develop tailored financial plans for clients.
• Investigate clients’ wealth planning needs.
• Maintain and update existing financial plans.

Skills

Client Relationship Management

Financial Planning

Data Analysis

Scenario Modeling

Education

Bachelor's Degree in Finance, Accounting, or related

CFP or CFP track required

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from SDL Search Partners

One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting).

Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit.

• Strong base pay
• + Annual Bonus
• + Opportunities for growth, promotion, & professional development
• + Fantastic team / dynamic environment
• + Great company benefits & perks

Key Responsibilities

• Work closely with Portfolio Managers / Leadership to develop tailored financial plans for clients
• Investigate and uncover clients’ wealth planning needs, goals, and issues through detailed data and information gathering process
• Build relationships with clients through authentic support and guidance
• Complete financial plans, investment reports, tax and estate analysis
• Liaise with product providers to obtain quotes, projections, and product information
• Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting)
• Gather, input, and analyze client data to develop tailored recommendations
• Perform scenario modeling, stress testing, and asset allocation analysis
• Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients’ goals and any changes in their circumstances
• Prepare and organize client-facing presentation materials
• Monitor industry trends and regulatory changes to support compliant advice

Skills & Qualifications

• 2-10 years of experience in Wealth Management, FS Clients Services, or related
• Bachelors Degree in Finance, Accounting, or related
• CFP or CFP track required
• Interest in growth, and professional development within the firm

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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