Senior Wealth Financial Planner Job Boston area,Massachusetts USA,Finance & Banking

Serve as the lead advisor and trusted partner for high-net-worth clients and families
Build long-term client relationships grounded in trust, responsiveness, and thoughtful guidance
Act as the quarterback across all aspects of clients' financial lives
Anticipate client needs and identify planning opportunities across wealth management, tax, retirement, estate, and legacy planning
Lead regular client review meetings and ensure timely implementation of planning recommendations
Deliver a consistent, high-quality client experience
Develop and oversee comprehensive retirement, investment, tax, estate, legacy, risk management, cash flow, and wealth transfer strategies
Identify and recommend opportunities involving taxes, retirement, charitable giving, business succession, estate strategies, and intergenerational wealth transfer
Translate complex financial concepts into clear, actionable recommendations
Coordinate planning strategies with clients' attorneys, accountants, and other professional advisors
Partner with national investment resources to deliver customized portfolio strategies
Guide clients through market events and evolving financial circumstances
Explain investment decisions and maintain focus on long-term objectives
Participate in prospective client meetings and support business development efforts
Cultivate centers of influence and referral relationships
Mentor and support associate advisors and planning team members
Contribute to planning processes, client service standards, and team development

Requirements

10+ years of wealth management or financial planning experience preferred
CFP® designation strongly preferred or actively pursuing
Series 65, or ability to obtain within 90 days of hire date
Experience leading client relationships independently
Experience working with high-net-worth individuals and families
Deep expertise in holistic financial planning
Proven ability to identify planning opportunities and proactively deliver value to clients
Strong communication and relationship management skills
Ability to translate complex financial concepts into clear recommendations
Bachelor's degree from an accredited institution

Core Competencies

Demonstrates extensive expertise in wealth management and financial planning, with a strong focus on building long-term client relationships and delivering tailored financial strategies. Proficient in translating complex financial concepts into actionable recommendations while mentoring and guiding team members.

Highest-signal resume keywords

Wealth Management
Holistic Financial Planning
CFP® Designation
Client Relationship Management
Investment Strategy Development ATS Optimization Keywords Hard Skills
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Wealth Transfer Strategies
- Cash Flow Management
- Charitable Giving Strategies
- Business Succession Planning
- Investment Decision Making
Soft Skills
- Strong Communication
- Relationship Management
- Mentoring
- Client Service
- Responsiveness
Certifications & Qualifications
- CFP®
- Series 65
Industry Keywords
- High-Net-Worth Individuals
- Financial Advisors
- Client Review Meetings
- Planning Opportunities
- Intergenerational Wealth Transfer

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