Talent Harbor
Certified Financial Planner (CFP) | Boutique Wealth Management Firm – Greater Bo
Talent Harbor, Hingham, Massachusetts, us, 02043
Certified Financial Planner (CFP) | Growing Wealth Management Firm – Greater Boston
Certified Financial Planner (CFP) | Growing Wealth Management Firm – Greater Boston
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Talent Harbor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $125,000.00/yr Direct message the job poster from Talent Harbor Lead Recruiter | Talent Acquisition Expert | Specializing in US & LATAM Markets
Are you a
CFP with 5+ years of experience
who thrives on building strong client relationships and delivering exceptional financial planning? A
fast-growing boutique wealth management firm
in the Greater Boston area is looking for our next star advisor to join the team. We serve High Net Worth clients with a comprehensive, client-first approach—providing customized planning, fiduciary guidance, and access to diverse investment opportunities. What you’ll do: Serve as a trusted advisor to High Net Worth, delivering clarity and confidence in their financial lives. Develop and implement holistic financial plans that cover investments, retirement, estate, tax, and risk management. Continuously monitor portfolios, making proactive adjustments as markets and client circumstances evolve. Lead client-facing meetings (virtual and in-person), focusing 95% of your time on building and deepening relationships. Collaborate with senior advisors, administrative staff, and external professionals (CPAs, attorneys, insurance specialists) to ensure seamless service. Translate complex financial concepts into clear, actionable strategies clients can understand and trust. Stay curious and ahead of market trends to educate and guide clients with timely insights. What we’re looking for: 5+ years of financial advisory experience Detail-oriented, proactive, and resilient professional Excellent communication skills and a client-first mindset Comfortable working full-time, on-site in the Greater Boston Area (Hingham, MA) Experience with financial planning tools (eMoney Advisor preferred) $100,000 – $125,000 base salary + 20% annual bonus + equity opportunities Health & Dental Insurance (BCBS) – 80% single / 70% other, eligible day one 401(k) with 100% match up to 3%, eligible day one 15 PTO days + 9 holidays + 3 early closure days If you’re a
polished, growth-oriented CFP
ready to take your career to the next level at a firm that’s still growing while the industry slows— we want to hear from you! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Public Relations and Administrative Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Talent Harbor by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Financial Planner jobs in
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Certified Financial Planner (CFP) | Growing Wealth Management Firm – Greater Boston
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Talent Harbor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $125,000.00/yr Direct message the job poster from Talent Harbor Lead Recruiter | Talent Acquisition Expert | Specializing in US & LATAM Markets
Are you a
CFP with 5+ years of experience
who thrives on building strong client relationships and delivering exceptional financial planning? A
fast-growing boutique wealth management firm
in the Greater Boston area is looking for our next star advisor to join the team. We serve High Net Worth clients with a comprehensive, client-first approach—providing customized planning, fiduciary guidance, and access to diverse investment opportunities. What you’ll do: Serve as a trusted advisor to High Net Worth, delivering clarity and confidence in their financial lives. Develop and implement holistic financial plans that cover investments, retirement, estate, tax, and risk management. Continuously monitor portfolios, making proactive adjustments as markets and client circumstances evolve. Lead client-facing meetings (virtual and in-person), focusing 95% of your time on building and deepening relationships. Collaborate with senior advisors, administrative staff, and external professionals (CPAs, attorneys, insurance specialists) to ensure seamless service. Translate complex financial concepts into clear, actionable strategies clients can understand and trust. Stay curious and ahead of market trends to educate and guide clients with timely insights. What we’re looking for: 5+ years of financial advisory experience Detail-oriented, proactive, and resilient professional Excellent communication skills and a client-first mindset Comfortable working full-time, on-site in the Greater Boston Area (Hingham, MA) Experience with financial planning tools (eMoney Advisor preferred) $100,000 – $125,000 base salary + 20% annual bonus + equity opportunities Health & Dental Insurance (BCBS) – 80% single / 70% other, eligible day one 401(k) with 100% match up to 3%, eligible day one 15 PTO days + 9 holidays + 3 early closure days If you’re a
polished, growth-oriented CFP
ready to take your career to the next level at a firm that’s still growing while the industry slows— we want to hear from you! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Public Relations and Administrative Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Talent Harbor by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Financial Planner jobs in
Hingham, MA . Boston, MA $90,000.00-$100,000.00 3 months ago Financial Advisor ( Sports Industry ) - Relocate to Saudi Arabia, Permanent Expat Relocation Package
Boston, MA $75,000.00-$100,000.00 5 days ago Financial Advisor - Career Changers Welcome!
Rockland, MA $100,000.00-$200,000.00 12 hours ago Greater Boston $50,000.00-$100,000.00 2 weeks ago Boston, MA $50,000.00-$650,000.00 2 weeks ago Huckleberry Corner, MA $80,000.00-$100,000.00 2 days ago Newton, MA $70,000.00-$110,000.00 2 weeks ago Rockland, MA $100,000.00-$200,000.00 1 day ago Boston, MA $100,000.00-$130,000.00 3 days ago Boston, MA $97,000.00-$110,000.00 2 weeks ago Financial Advisor | $300K+ | New England Market
Milton, MA $45,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr