Title: Financial Planner
Location: Boston, MA (hybrid)
Compensation: $60,000-$75,000 plus bonus
Our client, a financial advisory firm, is looking to add an entry level Financial Planner to their growing team. This position goes into the client's Boston, MA office three days per week with two work-from-home days. Successful incumbent will have a bachelors degree from an accredited four-year university and 0-2 years of financial planning experience.
- Provide comprehensive support to senior advisors in delivering high-quality service to clients, including onboarding and account maintenance
- Prepare investment summaries, financial planning documents, and meeting materials to support client engagement
- Communicate directly with clients and external stakeholders to coordinate planning and documentation needs
- Participate in client meetings and assist with follow-up tasks and ongoing relationship management
- Contribute to internal operations through research, project coordination, and general administrative support
