Job Description

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.

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