Senior Financial Planner

Join a premier Boston-based Private Wealth Management firm as a Senior Financial Planner serving high-net-worth and ultra-high-net-worth clients. This hybrid role is built for an experienced planner who wants to focus exclusively on sophisticated financial planning—no marketing or business development required.

You’ll work closely with an established client base, analyzing complex financial data and developing comprehensive, forward-thinking wealth strategies alongside a collaborative advisory team. The ideal candidate brings 5+ years of planning experience, a CFP® or CPA designation, and strong proficiency in MoneyGuidePro and NumberCruncher, along with exceptional analytical and communication skills.

Compensation includes a salary up to $165,000 plus bonus and a robust benefits package featuring commuter perks and paid parental leave. If you’re ready to do high-impact planning work at a respected firm that values expertise, apply today.

Job Code: 18725