Financial Planner
Financial Planner
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Job Description
Job Title: Financial Advisor
Location: Waltham MA (Primarily inperson with flexible work policy)
Overview: We are seeking a highly qualified Financial Advisor with a longterm career trajectory to contribute to the growth of a reputable independent Registered Investment Advisor (RIA) firm. The selected candidate will play a pivotal role in assisting clients with financial planning investment management and administrative tasks working closely with Senior Financial Advisors and a skilled team of wealth management professionals. The role focuses on delivering comprehensive financial advice to sophisticated high net worth individuals and families.
Key Responsibilities:
- Conduct detailed analysis on various financial planning strategies to optimize results based on clients goals.
- Maintain ongoing communication with clients through meetings presentations and proactive relationship management.
- Identify new business opportunities and support in the business development process.
- Gain a thorough understanding of portfolio construction investment management and risk mitigation.
- Contribute to firmwide projects designed to improve operational efficiency and streamline processes.
- Maintain accurate client records and documentation within Salesforce and other financial technologies.
Qualifications:
- Bachelors degree in Business Finance or a related field (or equivalent experience).
- A minimum of 5 years of experience in financial planning including estate and tax planning.
- CFP certification is required.
- Strong understanding of financial planning investments and client relationship management.
- Experience working with financial technologies such as Salesforce Orion eMoney (preferred) and Holistiplan.
- Proven ability to serve high net worth clients with robust leadership and business acumen.
- Excellent communication skills both in presenting complex financial concepts and managing difficult conversations.
Employment Type
Full Time
