Director, Financial Planning - Boston, MA

We are a fiduciary firm that provides objective, fee-based advice and asset management to help clients build a better financial future. We are committed to serving the client's best interests and providing outstanding financial advice. We offer a collaborative, values-led culture and a growing practice with opportunities for experienced Financial Advisors.

Requirements

• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Must possess an active Series 65
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4
• A Certified Financial Planner (CFP) or other certification is desired but not required

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions