Financial Planner

Boutique Recruiting; Lakeside (MT); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Annual bonus

Flexible hybrid work environment

Employer-sponsored healthcare

Flexible PTO

Job summary

Boutique Recruiting seeks a Financial Planner to join a close-knit team and grow with the firm. You will support senior advisors, develop client relationships, and contribute to financial planning and investment recommendations.

With a background in wealth management and a CFP pathway, you will transition toward a lead advisory role while benefiting from a flexible 90% remote hybrid setup and annual bonus opportunities.

Qualifications

• Bachelor's degree required.
• 3+ years of financial planning or wealth management experience.
• Strong passion for financial markets, investing and company research.
• Excellent communication and relationship-building skills.
• Ability to work independently in a remote environment after training.
• Candidates pursuing CFP certification (Level I or II) will be considered.

Responsibilities

• Assist senior advisors with developing comprehensive financial plans for clients.
• Participate in client meetings and gradually build relationships with existing clients.
• Provide investment recommendations and financial planning support.
• Open new investment accounts and assist with account administration.
• Support operational and administrative functions as needed during onboarding and training.
• Collaborate with advisors on client service initiatives and planning strategies.

Skills

Financial markets

Investment research

Relationship-building

Communication skills

Education

Bachelor's degree

Job description

Position Title: Financial Planner

Salary: $90,000–$125,000 / Year, DOE + Annual Bonus

We are seeking a Financial Planner to join our close-knit team and help serve a growing client base with over $1.2 billion in assets under management. This is a unique opportunity to work directly alongside experienced advisors, build trusted client relationships, and develop into a lead financial planner over time. During your first several months, you\'ll gain hands-on experience supporting both financial planning and firm operations before gradually transitioning into a larger client-facing advisory role. This role is ideal for a motivated financial professional with a strong passion for investing, financial planning, and long-term relationship management who wants to grow their career with a highly successful independent Registered Investment Advisory (RIA) firm.

Responsibilities

• Assist senior advisors with developing comprehensive financial plans for clients
• Participate in client meetings and gradually build relationships with existing clients
• Provide investment recommendations and financial planning support
• Open new investment accounts and assist with account administration
• Support operational and administrative functions as needed during onboarding and training
• Collaborate with advisors on client service initiatives and planning strategies
• Participate in client team meetings and become an integral part of ongoing client relationships

Requirements

• Bachelor\'s degree required
• 3+ years of financial planning or wealth management experience
• Strong passion for financial markets, investing, and company research
• Excellent communication and relationship-building skills
• Ability to work independently in a remote environment after training
• Candidates currently working toward CFP certification (completed Level I or II) will also be considered

Benefits

• 401(k) with company match after one year & Annual bonus
• Flexible hybrid work environment with approximately 90% remote work
• Employer-sponsored healthcare with flexible contribution options
• Flexible PTO policy, including vacation and sick time that increases with tenure

If you\'re passionate about financial planning, enjoy building lasting client relationships, and want to grow with a successful independent wealth management firm, we\'d love to hear from you. Apply today!