Senior Financial Advisor – Wealth Planning Leader; Boston
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2025-12-13
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 – $350,000, reflecting base salary and bonuses, with opportunities for performance-based compensation.
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Position Requirements
10+ Years
work experience
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