Assistant Financial Planner / CFP

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from SDL Search Partners One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Ops, Accounting). Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit. Strong base pay + Annual Bonus + Opportunities for growth, promotion, & professional development + Fantastic team / dynamic environment + Great company benefits & perks Key Responsibilities Work closely with Portfolio Managers / Leadership to develop tailored financial plans for clients Investigate and uncover clients’ wealth planning needs, goals, and issues through detailed data and information gathering process Build relationships with clients through authentic support and guidance Complete financial plans, investment reports, tax and estate analysis Liaise with product providers to obtain quotes, projections, and product information Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting) Gather, input, and analyze client data to develop tailored recommendations Perform scenario modeling, stress testing, and asset allocation analysis Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients’ goals and any changes in their circumstances Prepare and organize client-facing presentation materials Monitor industry trends and regulatory changes to support compliant advice Skills & Qualifications 2-10 years of experience in Wealth Management, FS Clients Services, or related Bachelors Degree in Finance, Accounting, or related CFP or CFP track required Interest in growth, and professional development within the firm Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance Referrals increase your chances of interviewing at SDL Search Partners by 2x Get notified about new Financial Planner jobs in

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