Financial Planner, CFP/ CFP in progress opening located at an RIA in Boston

I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Financial Planner. This individual will be tasked with maintaining a continual understanding of client objectives and utilizing that information to create customized financial plans, conducting periodic plan reviews and making changes to firm plans as deemed necessary, addressing any daily plan inquiry, and the like.

This role is a FANTASTIC opportunity for an individual who offers 4-10 years of direct experience and the CFP certification, or progress towards this certification.

Compensation includes a base salary in the $90K- $150K range, depending on experience, plus bonus and a full suite of benefits.

If you are qualified and interested in pursuing this role, please send your updated resume to

Best,

Adam

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC