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Senior Financial Planner — Private Wealth; Hybrid, Boston
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-09
Listing for:
Kennison & Associates
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant -
Business
Financial Advisor
Job Description & How to Apply Below
A leading private wealth management firm in Boston is seeking a Senior Financial Planner to provide sophisticated financial planning exclusively for high-net-worth clients. This hybrid role requires 5+ years of experience and CFP® or CPA designation. Candidates will analyze complex financial data and build comprehensive strategies without business development responsibilities. Competitive compensation up to $150,000 plus bonuses and perks. Join a firm that values expertise and growth.
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Position Requirements
10+ Years
work experience
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