Lead Financial Planning Director - HNW/UHNW Wealth

A leading financial services firm in Wellesley, MA, is seeking a Financial Planning Director. This strategic role involves partnering with Financial Advisors to create personalized financial plans for high-net-worth clients, delivering advanced technical guidance across various topics, and contributing to client outcomes. The ideal candidate will have a Bachelor’s degree, CFP® designation, and 5+ years of relevant experience. This position offers a competitive salary, extensive benefits, and professional development opportunities. #J-18808-Ljbffr