Senior Financial Planner

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

You’ll work closely with established clients to analyze complex financial data, build comprehensive financial plans, and support long-term wealth strategies within a collaborative advisory team.

Qualifications: 5+ years of financial planning experience; CFP® or CPA required; proficiency with MoneyGuidePro and NumberCruncher; strong analytical and communication skills.

Compensation: Salary up to $165,000 plus bonus, with excellent benefits including commuter perks and paid parental leave.

Apply today to join a firm that values expertise and delivers exceptional client service.

Job Code: 18725