Financial Planner / Associate Advisor

Financial Planner / Associate Advisor

Location: Boston, MA (Hybrid)

Compensation: $90,000 – $100,000 base salary bonus comprehensive benefits

About the Opportunity

A highly respected and independent wealth management firm is seeking a Financial Planner / Associate Advisor to join its growing Boston team. The firm is known for delivering thoughtful, personalized advice with a strong commitment to long-term client relationships and values-based investing. This is an excellent opportunity for an early-career advisor or planner looking to deepen client-facing experience while building toward a future lead advisory role. The position offers direct mentorship, meaningful client interaction, and broad exposure to investment strategy and financial planning within a collaborative environment.

Position Overview

The Financial Planner / Associate Advisor will partner closely with senior advisors to support high-net-worth individuals and families with investment management and financial planning needs. Success in this role requires strong communication skills, attention to detail, intellectual curiosity, and a genuine desire to help clients achieve long-term financial goals.

Key Responsibilities

Client Relationship Support

• Partner with senior advisors to help deliver customized investment and planning strategies aligned with each client’s goals and objectives
• Build strong relationships with clients and serve as a responsive point of contact for ongoing requests and questions
• Support client meetings through preparation, follow-up, and coordination of action items
• Help clients stay on track toward long-term financial goals

Planning & Advisory Support

• Assist in the development and implementation of comprehensive financial plans
• Prepare presentations and materials for prospective and existing clients
• Contribute to portfolio reviews, planning analyses, and investment research
• Continue building expertise in financial planning, sustainable investing, and advanced client strategies

Team Collaboration & Growth

• Maintain accurate client information within CRM and planning systems
• Coordinate with internal teams to ensure a seamless client experience
• Participate in ongoing professional development and licensing/certification progress
• Contribute to a collaborative, high-performing team culture

Qualifications

• Bachelor’s degree required
• 2–4 years of client-facing experience within wealth management, financial planning, or a related advisory environment
• Series 65 license at time of hire or ability to obtain shortly after joining
• CFP® or CFA® progress strongly preferred, or interest in pursuing certification
• Experience with CRM systems, investment platforms, and financial planning software preferred
• Strong organizational skills with the ability to manage multiple priorities and deadlines

Ideal Candidate Profile

• Passion for helping clients make informed financial decisions
• Strong communicator with a polished and professional presence
• Analytical thinker with sound judgment and problem-solving ability
• Coachable, collaborative, and eager to grow into greater responsibility
• High level of discretion, integrity, and client-first mindset
• Interest in sustainable or values-based investing is a plus

Why Join

• Join a stable and growing independent wealth management firm
• Clear path toward a future lead advisor opportunity
• Strong mentorship and meaningful client exposure
• Collaborative culture with long-term career growth potential
• Opportunity to work with sophisticated clients in a values-driven environment