Assistant Financial Planner/CFP

SDL Search Partners; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Strong base pay

Annual bonus

Opportunities for growth, promotion, & professional development

Fantastic team & dynamic environment

Great company benefits & perks

Job summary

A leading financial advisory firm in Boston is seeking an Assistant Financial Planner to enhance their team. This role involves managing client relationships and developing tailored financial plans. The ideal candidate should possess a Bachelor's degree in Finance or Accounting, and either have the CFP designation or be on track to obtain it. The firm offers strong base pay, annual bonuses, and significant opportunities for growth and professional development within a vibrant team environment.

Qualifications

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

Responsibilities

• Develop tailored financial plans for clients.
• Build relationships with clients through support and guidance.
• Gather, input, and analyze client data.

Skills

Client Relationship Management

Financial Planning

Wealth Planning

Education

Bachelor's degree in Finance or Accounting

CFP or CFP track

Job description

About the job Assistant Financial Planner/CFP

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 & adynamic 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
• Bachelor's degree in Finance, Accounting, or related
• CFP or CFP track required
• Interest in growth, and professional development within the firm