Senior Financial Planner
Listed on 2026-02-24
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Finance & Banking
Financial Consultant, Financial Analyst
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 Money Guide Pro and Number Cruncher; 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
* 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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