Wealth Management Advisor

A forward-thinking financial services firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning, investment guidance, retirement planning, and wealth management. The firm is committed to integrity, expertise, and exceptional client service.

About the Role

We are looking for a Financial Planner to work closely with clients, understand their financial goals, create personalized financial plans, and provide guidance on investments and retirement planning. This is an on-site, full-time position in Boston, MA.

Responsibilities

• Build and maintain strong client relationships.
• Assess clients' financial needs and goals.
• Develop personalized financial plans.
• Advise clients on investment and retirement strategies.
• Work independently while collaborating with the team.
• Demonstrate adaptability, quick thinking, and strong communication skills.

Qualifications

• 5+ years of hands-on financial planning experience.
• CFP (Certified Financial Planner) designation or willingness to obtain it.
• Strong understanding of the financial planning process.
• Ability to manage multiple projects and deadlines.
• Excellent communication, writing, and research skills.
• Highly organized and able to work independently and as part of a team.

Required Skills

• Experience in financial planning and personal financial planning (3+ years preferred).
• Strong knowledge of finance and financial analysis.
• Excellent client relationship and interpersonal skills.
• Bachelor's degree in Finance, Accounting, or a related field (advanced degree/certification preferred).
• Proficiency with financial planning software and tools.
• Experience with eMoney Advisor is a plus.