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Financial Planner (CFP) – Wealth Management Firm
Location: Boston/MetroWest (4 days in office)
About the Opportunity
Beacon Hill Financial is partnering with a growing independent Registered Investment Advisor (RIA) to identify an experienced Certified Financial Planner (CFP) for a newly created role. This position offers the opportunity to inherit a book of business, work closely with senior advisors, and lead planning initiatives for high-net-worth clients.
Key Responsibilities
- Serve as the lead on financial planning using eMoney and MoneyGuidePro
- Support 2-3 advisors and collaborate on client strategies
- Deliver comprehensive planning for legacy clients and newly acquired relationships
- Maintain accurate client records and ensure compliance
- Partner with advisors to identify planning opportunities and optimize outcomes
Qualifications
- CFP® certification required
- Minimum 5+ years of financial planning experience, including estate and tax planning
- Strong understanding of investments and portfolio construction
- Experience with financial technologies (Salesforce, Orion, eMoney preferred)
- Excellent communication skills and ability to work with high-net-worth clients
Why This Role?
- Opportunity to inherit and grow a book of business
- Collaborative team environment within the RIA space
- Competitive compensation and career growth potential
Interested in learning more about this opportunity or the market in more general terms? Please feel free to confidentially apply today!
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