Senior Financial Planner
Listed on 2026-01-09
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Join a Leading Private Wealth Management Firm as a Senior Financial Planner - Boston (Hybrid).
Step into an exciting next chapter as a Senior Financial Planner with one of Boston's most respected Private Wealth Management firms
. This is a standout hybrid opportunity for an experienced planner who wants to focus exclusively on delivering sophisticated financial planning to high-net-worth and ultra-high-net-worth clients-without any marketing or business development responsibilities.
You’ll work closely with established clients to analyze complex financial data, build comprehensive financial plans, and guide long-term strategies alongside a collaborative, forward-thinking team. The ideal candidate has 5+ years of financial planning experience
, holds a CFP® or CPA designation
, and is proficient with tools such as Money Guide Pro and Number Cruncher, with strong analytical and communication skills.
Compensation includes a salary up to $150,000 plus bonus
, along with excellent benefits such as commuter perks and paid parental leave. This is your chance to join a firm that values expertise, supports growth, and delivers best-in‑class client service—apply today.
Job Code: 18725
* Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry‑specific experience, education level, etc. to be considered!
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