Senior Financial Planner

Position Senior Financial Planner – Department: 532100 Private Wealth – Location: Boston Job Description Boston Partners Private Wealth is a boutique Registered Investment Advisor managing approximately $500 million in assets. The firm was founded as a multi‑family office serving employees and affiliated families and has since expanded to serve a select group of external high‑net‑worth and ultra‑high‑net‑worth clients. Our approach combines institutional investment discipline with comprehensive wealth planning, delivered under a fiduciary standard. We emphasize long‑term relationships, thoughtful advice, and a collaborative, entrepreneurial culture. Position Summary We're seeking an experienced Senior Financial Planner (CFP®) with 10+ years of comprehensive financial planning experience. The individual will serve both internal and external clients and play a key role in translating investment strategy into clear, actionable planning guidance. Major Responsibilities Lead comprehensive financial planning engagements for high‑net‑worth clients. Translate investment strategy and portfolio construction into clear, actionable recommendations. Develop and maintain detailed financial plans covering: Retirement planning Cash‑flow modeling Tax planning strategies (in coordination with CPAs) Estate planning implementation (in coordination with attorneys) Risk management and insurance analysis Education planning Charitable and legacy planning Present planning analyses in a confident, concise, and client‑friendly manner. Serve as lead or co‑lead advisor for select client relationships. Maintain high service standards aligned with a multi‑family office model. Participate in business development initiatives and client prospect meetings. Compliance & Fiduciary Standards Operate under a fiduciary standard of care at all times. Maintain familiarity with SEC RIA compliance requirements. Ensure client documentation and processes adhere to firm and regulatory standards. Assist in preparing materials for compliance review as needed. Requirements CFP® designation required. 10+ years of comprehensive financial planning experience. Strong working knowledge of: Estate planning structures and strategies Income tax planning concepts Trust structures and wealth transfer strategies Investment portfolio construction principles Experience with high‑net‑worth clients Excellent verbal and written communication skills, with proven ability to convey complex strategies. Working knowledge of at least one AI tool: ChatGPT, Claude, Gemini, or Copilot. Experience with financial planning software and CRM (Redtail) platforms. Familiarity with Addepar, Black Diamond, or similar reporting systems preferred. Demonstrated adaptability and effectiveness in a growing, technology‑forward, entrepreneurial environment. High integrity and fiduciary mindset, with sound judgment and discretion. Highly collaborative team player, willing to support firm growth and shared success. Existing client relationships and/or asset‑raising capability strongly preferred. Full‑time, in‑office commitment of 5 days per week. Compensation Pay range: $175,000–225,000. Salary offers are based on factors such as skills, training, experience, education, licensure, and market conditions. In addition to base salary and a generous employee benefits package, successful candidates may receive a discretionary bonus. EEO Statement We are an equal‑opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr Boston Partners Global Investors, Inc.