In partnership with a prestigious boutique wealth management firm in Westborough, MA, we are seeking a talented Certified Financial Planner (CFP) to join their expanding team.
With over $3 billion in assets under management, this well-established firm provides high-net-worth clients with a personalized approach to wealth management. Known for its strong team-oriented culture, they emphasize long-term career growth, flexibility, and community engagement. They're now looking to bring on a driven and dedicated CFP who shares their commitment to excellence.
Position: Financial Planner
Responsibilities:
Collaborate with the financial planning team to organize and prepare customized, complex financial plans for high-net-worth clients.
Engage with current and prospective clients to gather, organize, and analyze financial data, providing insightful recommendations.
Monitor and adjust client plans regularly, identifying new service opportunities and enhancing client satisfaction
Requirements:
Experience: Minimum of 5-7 years in financial planning or advisory roles, ideally with experience working with affluent clients.
Skills: Outstanding communication abilities, both verbal and written, and a high degree of professional integrity.
Mindset: Driven, team-oriented, and willing to contribute to a supportive and collaborative culture.
Compensation and Benefits:
Salary: $80,000 - $140,000 based on experience, with opportunities for performance-based growth.
Additional Benefits: Comprehensive healthcare (company covers 75%+ of premium), 401(k) with 3% profit sharing, 18 days of PTO, cell phone reimbursement, and more.
Why Join This Firm?
Boutique Atmosphere: Enjoy the close-knit environment of a small firm where every team member is valued and supported.
Flexibility and Balance: This role allows for flexible scheduling after an initial period, with an office culture that respects work-life balance.
Community Focus: Engage in meaningful community service with organizations like Worcester County Food Bank, March of Dimes, and American Cancer Society, supporting the local community alongside colleagues.