Financial Advisor – Wealth Management
Financial Advisor – Wealth Management
Newton, Massachusetts
|Full Time
|$ 95,000 - $ 135,000 per year
Newton, Massachusetts
Full Time
$ 95,000 - $ 135,000 per year
November 25, 2025
|Job ID: F1438853-KM_1764077070
November 25, 2025
Job ID: F1438853-KM_1764077070
Job Summary
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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!
F1438853-KM_1764077070
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™