Financial Advisor

Landing Point; Waltham (MA); On-site; USD 110,000 - 130,000; Full time

Job summary

Landing Point in the Boston area is seeking a Financial Advisor to join their fast-growing independent Registered Investment Advisor team. The role focuses on client advisory, financial planning, and investment management for high net worth individuals and families.

You will perform in-depth analysis of planning strategies, communicate with clients in meetings and presentations, and help identify new business opportunities while maintaining accurate client records in Salesforce.

Qualifications

• Bachelor's degree in business, finance, or equivalent education/experience.
• Minimum 5 years of financial planning experience, including estate and tax planning.
• CFP® certification is required.
• Experience with Salesforce, Orion, eMoney, MoneyGuide Pro, and Holistiplan.
• Experience serving high net worth clients.

Responsibilities

• Perform in-depth analysis on financial planning strategies and identify opportunities to optimize results for client goals.
• Active communication with clients in meetings, presentations, and ongoing relationship management.
• Help the team identify new business opportunities and assist in the closing process.
• Develop understanding of portfolio construction and risk management.
• Participate in team projects to streamline firm procedures.
• Maintain accurate client records in Salesforce.

Skills

Client relationship management

Financial planning

Communication skills

Team collaboration

Education

Bachelor's degree in business/finance

CFP® certification

Tools

Salesforce

Orion

eMoney

MoneyGuide Pro

Holistiplan

Job description

Company Overview:

A fast-growing independent Registered Investment Advisor in the Boston area is seeking a Financial Advisor to join their team. The role will focus on client advisory, financial planning, and investment management for high net worth individuals and families.

Job Responsibilities:

• Perform in-depth analysis on various financial planning strategies and identify opportunities to optimize results customized to client goals
• Active communication with clients in meetings, presentations, and generally as part of ongoing client relationship management
• Help the team identify new business opportunities and assist in the closing process
• Develop in-depth understanding of portfolio construction and risk management
• Participate in team projects assisting with initiatives designed to streamline firm procedures
• Maintain accurate and up-to-date client records in Salesforce

Qualifications:

• Bachelor's degree in business, finance, or an equivalent amount of education and/or work experience
• Minimum 5 years of financial planning experience, including estate and tax planning
• CFP® required
• Experience with financial technologies including Salesforce, Orion, eMoney (preferred), MoneyGuide Pro, and Holistiplan
• Experience in serving high net worth clients

Compensation:

Salary: $110,000 – $130,000, Plus Bonus