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Personal Financial Planner

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: WizeHire, Inc
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning. You'll receive hands-on mentorship, industry-leading training, and a proven business development process designed to help you establish a successful practice from the ground up.

As a Financial Planner, you'll develop expertise in retirement planning, investment management, insurance and risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business that can provide long-term income and career growth.

If you're motivated, coachable, competitive, and excited by the opportunity to own your success while making a meaningful impact on clients' lives, we'd love to hear from you.

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