Senior Financial Planner

A highly respected Private Wealth Management firm is seeking an accomplished Senior Financial Planner to join their dynamic team in Boston. This exciting opportunity is ideal for professionals experienced in serving high-net-worth clients who are ready to take their career to the next level.

In this pivotal role, the Senior Financial Planner will analyze complex client data, develop and deliver comprehensive financial plans, and stay at the forefront of industry trends and thought leadership. The position calls for a minimum of five years of financial planning experience with direct client interaction. Candidates with CFP or CPA designations are strongly preferred. Mastery of tools such as MoneyGuidePro, NumberCruncher, and other leading financial planning software is essential, along with exceptional analytical acumen, quantitative ability, and the communication skills necessary to build lasting client relationships.

This hybrid role offers a competitive salary of $100,000–$130,000 plus bonus, along with a comprehensive benefits package that includes commuter benefits, paid maternity and paternity leave, and more. This is an exceptional opportunity to join a top-tier firm that values expertise, collaboration, and growth—apply today, as this position will be filled quickly!

Job Code: 18725