Senior Wealth Advisor – Client Strategy & Growth

Brightonjones; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Fully reimbursed training and certifications

3 weeks PTO starting on Day 1

Job summary

Brighton Jones is seeking a Financial Planner to join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational background in finance.

In return, Brighton Jones offers competitive compensation, including base pay and opportunity for equity ownership. Additional benefits include comprehensive medical coverage, a 401(k) match, and generous PTO, ensuring a balanced work-life environment.

Qualifications

• 4+ years of experience in financial planning or a related industry preferred.
• Must be a self-starter who proactively manages workload and communications.
• Must demonstrate exceptional interpersonal skills and teamwork mentality.

Responsibilities

• Acts as first point of contact on client communications and strategies.
• Reviews client portfolios and makes recommendations.
• Prepares comprehensive client meeting deliverables.

Skills

Financial planning

Wealth management

Analytical skills

Organizational skills

Communication skills

Interpersonal skills

Education

Undergraduate degree

CFP®, CPA, CFA, or JD

Tools

Microsoft Office Suite

Job description

Brighton Jones is seeking a Financial Planner to join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational background in finance.

In return, Brighton Jones offers competitive compensation, including base pay and opportunity for equity ownership. Additional benefits include comprehensive medical coverage, a 401(k) match, and generous PTO, ensuring a balanced work-life environment.