Join a Leading Private Wealth Management Firm as a Senior Financial Planner – Boston (Hybrid)

Are you ready to elevate your career with one of Boston’s most respected names in Private Wealth Management? Our client is seeking a talented Senior Financial Planner to join their dynamic and collaborative team. This is an incredible opportunity for an experienced professional who thrives on delivering thoughtful, strategic guidance to high-net-worth clients and wants to make a meaningful impact every day.

In this key role, you’ll work closely with sophisticated clients to analyze complex financial data, craft comprehensive financial plans, and guide long-term strategies that align with their goals. You’ll be part of a forward-thinking team that values innovation, continuous learning, and industry leadership.

If you have at least five years of hands-on financial planning experience, a CFP® or CPA designation, and mastery of planning tools like MoneyGuidePro and NumberCruncher, you’ll fit right in. Your analytical mindset, quantitative skills, and exceptional communication abilities will be essential in building the kind of trusted relationships this firm is known for.

This hybrid role offers a competitive salary ($100,000–$130,000 + bonus), along with excellent benefits—including commuter perks, paid parental leave, and more. Join a firm where your expertise is valued, your ideas are heard, and your career growth is championed.

Ready to take the next step? Apply today—this opportunity won’t stay open for long!

Job Code: 18725