Beacon Hill
Financial Advisor - Wealth Management
Beacon Hill, Newton, Massachusetts, United States, 02165
Location:
Boston/MetroWest (4 days in office)
About the Opportunity Beacon Hill Financial is partnering with a growing independent Registered Investment Advisor to identify an experienced
Certified Financial Planner (CFP)
for a newly created role. This position offers the opportunity to inherit a book of business, work closely with senior advisors, and lead planning initiatives for high-net-worth clients.
Key Responsibilities
Serve as the lead on financial planning using eMoney and MoneyGuidePro
Support 2‑3 advisors and collaborate on client strategies
Deliver comprehensive planning for legacy clients and newly acquired relationships
Maintain accurate client records and ensure compliance
Partner with advisors to identify planning opportunities and optimize outcomes
Qualifications
Minimum 5+ years of financial planning experience, including estate and tax planning
Strong understanding of investments and portfolio construction
Experience with financial technologies (Salesforce, Orion, eMoney preferred)
Excellent communication skills and ability to work with high-net-worth clients
Why This Role?
Opportunity to inherit and grow a book of business
Collaborative team environment within the RIA space
Competitive compensation and career growth potential
Interested in learning more about this opportunity or the market in more general terms? Please feel free to confidentially apply today!
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Employing the Future™
#J-18808-Ljbffr
Boston/MetroWest (4 days in office)
About the Opportunity Beacon Hill Financial is partnering with a growing independent Registered Investment Advisor to identify an experienced
Certified Financial Planner (CFP)
for a newly created role. This position offers the opportunity to inherit a book of business, work closely with senior advisors, and lead planning initiatives for high-net-worth clients.
Key Responsibilities
Serve as the lead on financial planning using eMoney and MoneyGuidePro
Support 2‑3 advisors and collaborate on client strategies
Deliver comprehensive planning for legacy clients and newly acquired relationships
Maintain accurate client records and ensure compliance
Partner with advisors to identify planning opportunities and optimize outcomes
Qualifications
Minimum 5+ years of financial planning experience, including estate and tax planning
Strong understanding of investments and portfolio construction
Experience with financial technologies (Salesforce, Orion, eMoney preferred)
Excellent communication skills and ability to work with high-net-worth clients
Why This Role?
Opportunity to inherit and grow a book of business
Collaborative team environment within the RIA space
Competitive compensation and career growth potential
Interested in learning more about this opportunity or the market in more general terms? Please feel free to confidentially apply today!
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Employing the Future™
#J-18808-Ljbffr