What are the responsibilities and job description for the Senior Financial Planner position at Kennison & Associates?
Join a Leading Private Wealth Management Firm as a Senior Financial Planner - Boston (Hybrid).
Step into an exciting next chapter as a Senior Financial Planner with one of Boston's most respected Private Wealth Management firms. This is a standout hybrid opportunity for an experienced planner who wants to focus exclusively on delivering sophisticated financial planning to high-net-worth and ultra-high-net-worth clients-without any marketing or business development responsibilities.
You'll work closely with established clients to analyze complex financial data, build comprehensive financial plans, and guide long-term strategies alongside a collaborative, forward-thinking team. The ideal candidate has 5 years of financial planning experience, holds a CFP® or CPA designation, and is proficient with tools such as MoneyGuidePro and NumberCruncher, with strong analytical and communication skills.
Compensation includes a salary up to $150,000 plus bonus, along with excellent benefits such as commuter perks and paid parental leave. This is your chance to join a firm that values expertise, supports growth, and delivers best-in-class client service-apply today.
Job Code: 18725
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Salary : $130,000 - $150,000