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CFP: Holistic Financial Planner High Net Worth Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-16
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking an experienced Financial Advisor in Boston, MA, to provide in-depth financial planning for high net worth families. This role requires a CFP designation and a minimum of 5 years in financial services. Responsibilities include holding client meetings, collaborating with the investment team, and assisting in business development efforts. The position offers a full-time employment with a base pay ranging from $100,000 to $120,000 annually and includes various benefits like medical insurance and a 401(k).
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