Beacon Hill
Financial Advisor - Wealth Management (Newton)
Beacon Hill, Newton, Massachusetts, United States, 02165
Financial Planner (CFP) - Wealth Management Firm
Location:
Boston/MetroWest (4 days in office) About the Opportunity Beacon Hill Financial is partnering with a growing independent Registered Investment Advisor (RIA) 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 CFP certification required 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.
If you would like to complete our voluntary self-identification form, please
click here
or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
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.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting
www.bhsg.com .
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.
Beacon Hill. Employing the Future
Boston/MetroWest (4 days in office) About the Opportunity Beacon Hill Financial is partnering with a growing independent Registered Investment Advisor (RIA) 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 CFP certification required 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.
If you would like to complete our voluntary self-identification form, please
click here
or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
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.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting
www.bhsg.com .
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.
Beacon Hill. Employing the Future