Financial Planner | Boston, Massachusetts

Reference Number: DW6398
Location: Portsmouth NH or Boston, MA

Judson Group has partnered with a leading independent wealth management firm to add a Financial Planner to their team. This will be a unique opportunity to work in a collaborative environment to advise clients and manage implementation of client decisions in conjunction with the Relationship Manager.

The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm’s current client base.

Responsibilities:

  • Responsible for various client planning needs including investments, estate planning, tax planning, debt restructuring, insurance, stocks, and business profit improvements.
  • Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships.
  • Build and maintain client relationships in partnership with the financial advisors.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.

Requirements:

  • BA/BS Degree; advanced degree and/or designations (CFP, MBA, JD) preferred.
  • 1+ years of experience with a financial planning firm, family office, or RIA.
  • Experience working with UHNW/HNW clients highly preferred.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Base salary competitive with current base and experience level.

Location: Portsmouth NH or Boston, MA

Reference Number: DW6398

Apply Now

Applicant Information

Contact Information