S Piper Staffing LLC
Lead Financial Advisor (Boston)
S Piper Staffing LLC, Boston, Massachusetts, United States, 02298
Title: Lead Financial Advisor (Licensed CFP, CFA, or CPA)
Type:
Full-time / Perm / On-site
Location:
Boston, MA
Compensation & Benefits: Base Salary Range - $130k - $300k/annually, depending on relevant experience + Bonuses Shared Revenue Income Potential 401(k) Plan + Match Medical, Dental, Vision, & Disability Insurance (at no cost to you) Fast-track to Vesting Every team member has a path to ownership in the firm.
Summary: Our client is seeking a
Lead Advisor (Licensed CFP, CFA, or CPA)
to join their team in Boston, MA! Ideal candidates should have 7+ years of experience as a Senior or Lead Financial Advisor, preferably from a wealth management (RIA) firm. You will advise, consult, and work directly with high-net-worth clients with assets exceeding $3M, their closely held businesses, trusts, estates, investments, and retirement planning. A strong consulting background and expertise in tax-saving strategies are required. Experience working for a Big Four Accounting Firm is strongly preferred.
Key Responsibilities: Lead, mentor, and coach team members to develop employees to their fullest potential. Manage relationships with high-net-worth individual clients with assets exceeding $3M, while delivering outstanding client experiences and exceptional, individualized services. Utilize resources to achieve client goals, including trust and estate planning, tax planning, retirement and insurance planning, investment management, risk management, and other general financial planning. Create, design, and implement wealth management plans to support each client's financial goals, purposes, and passions. Develop lasting relationships with centers of influence to identify new business opportunities. Identify, target, and create new opportunities to represent the firm at speaking events. Contribute to the growth of the firm by onboarding new clients through business development initiatives and by generating referrals from existing clients. Provide timely, constructive feedback to teammates on performance and ways to improve. Provide creative, challenging, growth-enhancement opportunities for teammates. Develop, support, and present training programs on strategic financial planning.
Qualifications & Requirements: Bachelor's Degree is required. Master's Degree is preferred. Must be a licensed, certified CFP, CFA, or CPA to be considered. 5+ years of professional experience working in wealth management as a Senior or Lead Financial Advisor. 7+ years of professional experience advising and working with high-net-worth individual clients with assets exceeding $3M, including trust, estate, investment, retirement, insurance, tax, and financial planning. 7+ years of experience in cash flow/capital needs planning analysis. High level of integrity in all personal and professional activities. Motivated and driven with a proven ability to thrive in fast-paced environments. Exceptional written and verbal communication skills. Strong interpersonal and presentation skills and abilities. Self-starter by nature with excellent organizational skills. Ability to manage heavy workloads and projects on a time-sensitive basis. Experience leading, mentoring, and coaching a team of professional Financial Advisors. Must be willing to work fully on-site in Boston, MA.
About S Piper Staffing: S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.
As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environmentone that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.
Type:
Full-time / Perm / On-site
Location:
Boston, MA
Compensation & Benefits: Base Salary Range - $130k - $300k/annually, depending on relevant experience + Bonuses Shared Revenue Income Potential 401(k) Plan + Match Medical, Dental, Vision, & Disability Insurance (at no cost to you) Fast-track to Vesting Every team member has a path to ownership in the firm.
Summary: Our client is seeking a
Lead Advisor (Licensed CFP, CFA, or CPA)
to join their team in Boston, MA! Ideal candidates should have 7+ years of experience as a Senior or Lead Financial Advisor, preferably from a wealth management (RIA) firm. You will advise, consult, and work directly with high-net-worth clients with assets exceeding $3M, their closely held businesses, trusts, estates, investments, and retirement planning. A strong consulting background and expertise in tax-saving strategies are required. Experience working for a Big Four Accounting Firm is strongly preferred.
Key Responsibilities: Lead, mentor, and coach team members to develop employees to their fullest potential. Manage relationships with high-net-worth individual clients with assets exceeding $3M, while delivering outstanding client experiences and exceptional, individualized services. Utilize resources to achieve client goals, including trust and estate planning, tax planning, retirement and insurance planning, investment management, risk management, and other general financial planning. Create, design, and implement wealth management plans to support each client's financial goals, purposes, and passions. Develop lasting relationships with centers of influence to identify new business opportunities. Identify, target, and create new opportunities to represent the firm at speaking events. Contribute to the growth of the firm by onboarding new clients through business development initiatives and by generating referrals from existing clients. Provide timely, constructive feedback to teammates on performance and ways to improve. Provide creative, challenging, growth-enhancement opportunities for teammates. Develop, support, and present training programs on strategic financial planning.
Qualifications & Requirements: Bachelor's Degree is required. Master's Degree is preferred. Must be a licensed, certified CFP, CFA, or CPA to be considered. 5+ years of professional experience working in wealth management as a Senior or Lead Financial Advisor. 7+ years of professional experience advising and working with high-net-worth individual clients with assets exceeding $3M, including trust, estate, investment, retirement, insurance, tax, and financial planning. 7+ years of experience in cash flow/capital needs planning analysis. High level of integrity in all personal and professional activities. Motivated and driven with a proven ability to thrive in fast-paced environments. Exceptional written and verbal communication skills. Strong interpersonal and presentation skills and abilities. Self-starter by nature with excellent organizational skills. Ability to manage heavy workloads and projects on a time-sensitive basis. Experience leading, mentoring, and coaching a team of professional Financial Advisors. Must be willing to work fully on-site in Boston, MA.
About S Piper Staffing: S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.
As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environmentone that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.