In-Office Senior Financial Planner - HNW Wealth & Planning

$175k - $225k

Boston Partners Group

A leading investment advisory firm in Boston is seeking a Senior Financial Planner with at least 10 years of experience in comprehensive financial planning. The role emphasizes fiduciary responsibility, client relationship management, and collaboration across teams. Candidates must possess a CFP(R) designation and have a strong knowledge of estate and tax planning. The position offers a full-time, in-office commitment, and compensation ranges from $175,000 to $225,000, alongside a generous employee benefits package. #J-18808-Ljbffr

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Vacancy posted 8 hours ago

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