Planner Jobs in Boston, MA

We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning. You'll receive hands-on mentorship, industry-leading training, and a proven business development process designed to help you establish a successful practice from the ground up.

As a Financial Planner, you'll develop expertise in retirement planning, investment management, insurance and risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business that can provide long-term income and career growth.

If you're motivated, coachable, competitive, and excited by the opportunity to own your success while making a meaningful impact on clients' lives, we'd love to hear from you.

$90,000 - $100,000

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
• Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
• Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
• Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
• Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
• Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
• Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Valid FINRA Series 7 & 63/66 preferred but not required
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

• Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
• Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
• Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
• Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
• Education: a bachelor's degree in finance, business, economics, or a related field is preferred.
• Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.