Boston, MA · On-site
$100K - $125K/yr
About the Role We are seeking a Certified Financial Planner (CFP) to join our growing financial ... independently while contributing to team success. • Excellent communication, writing, and ...
Quick apply
Boston, MA · On-site
$100K - $125K/yr
About the Role We are seeking a Certified Financial Planner (CFP) to join our growing financial ... independently while contributing to team success. • Excellent communication, writing, and ...
$73K - $98K/yr
As a Financial Planner, you will play a key role in providing comprehensive financial planning ... Self-motivated and proactive attitude, with the ability to work independently as well as ...
New
$73K - $98K/yr
As a Financial Planner, you will play a key role in providing comprehensive financial planning ... Self-motivated and proactive attitude, with the ability to work independently as well as ...
New
Los Angeles, CA · Hybrid
$81K - $109K/yr
... independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ... Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ...
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Los Angeles, CA · Hybrid
$81K - $109K/yr
... independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ... Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ...
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
Kansas City, MO · Hybrid
$74K - $99K/yr
As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... Ability to work independently, collaborating with others to accomplish client objectives * Ability ...
Kansas City, MO · Hybrid
$74K - $99K/yr
As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... Ability to work independently, collaborating with others to accomplish client objectives * Ability ...
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
Overland Park, KS · On-site
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
Overland Park, KS · On-site
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
Quick apply
Avon, CT · On-site
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management ...
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
$75K - $125K/yr
The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Ability to work independently and collaboratively in a team environment * Preferred Skills
Kansas City, MO · On-site
$74K - $99K/yr
As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... Ability to work independently, collaborating with others to accomplish client objectives * Ability ...
Kansas City, MO · On-site
$74K - $99K/yr
As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... Ability to work independently, collaborating with others to accomplish client objectives * Ability ...
Athol, MA · On-site
$60K - $250K/yr
The Financial Planner will join an established wealth management team affiliated with the nation's largest independent broker-dealer, supporting Cornerstone Bank's investment and insurance offerings.
Athol, MA · On-site
$60K - $250K/yr
The Financial Planner will join an established wealth management team affiliated with the nation's largest independent broker-dealer, supporting Cornerstone Bank's investment and insurance offerings.
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Quick apply
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Saint Cloud, MN · On-site
$75K - $101K/yr
Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...
Lake Oswego, OR · Hybrid
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP or PFS designation or in the process of ...
Lake Oswego, OR · Hybrid
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP or PFS designation or in the process of ...
San Diego, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
Quick apply
San Diego, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
San Diego, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
San Diego, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
Lake Oswego, OR · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
Lake Oswego, OR · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
Carlsbad, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
Quick apply
Carlsbad, CA · On-site
$80K - $105K/yr
Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...
$50.5K - $58.6K
2% of jobs
$58.6K - $66.7K
6% of jobs
$66.7K - $74.8K
13% of jobs
$76.4K is the 25th percentile. Wages below this are outliers.
$74.8K - $82.9K
18% of jobs
The median wage is $89.1K / yr.
$82.9K - $91K
14% of jobs
$91K - $99K
15% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$99K - $107.1K
15% of jobs
$107.1K - $115.2K
4% of jobs
$115.2K - $123.3K
5% of jobs
$123.3K - $131.4K
4% of jobs
$131.4K - $139.5K
3% of jobs
$50.5K
$96.7K
$139.5K
| Aspect | Independent Financial Planner | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications | CFP, Series 7, or similar licenses |
| Work Environment | Typically self-employed or with independent firms | Employed by banks, firms, or large financial institutions |
| Services Offered | Comprehensive financial planning and personalized advice | Investment management, financial planning, or specific services |
| Client Focus | Holistic, independent advice tailored to client needs | May focus on specific products or services |
Both roles require similar credentials and serve clients with financial advice. However, Independent Financial Planners often operate independently, offering comprehensive, unbiased advice, while Financial Advisors may work within larger institutions, focusing on specific products or services.
$100K - $125K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 18 days ago
About the Role
We are seeking a Certified Financial Planner (CFP) to join our growing financial planning team. This is an on-site role based in Boston, MA, where you will work closely with clients to understand their financial goals, develop personalized financial plans, and provide guidance on investments, retirement planning, and wealth management strategies.
The ideal candidate is a relationship-focused professional who thrives in a client-facing environment and is committed to delivering exceptional service and long-term financial guidance.
Key Responsibilities
• Assess clients' financial needs, goals, and objectives.
• Develop and implement customized financial plans.
• Provide guidance on investment strategies, retirement planning, and wealth management.
• Build and maintain long-term client relationships based on trust and professionalism.
• Conduct financial analysis and research to support planning recommendations.
• Collaborate with team members to ensure a high level of client service.
• Manage multiple client engagements and deadlines effectively.
• Stay current on financial planning best practices, regulations, and market trends.
Key Strengths
• Relationship Builder
• Adaptable and Quick Thinking
• Persuasive Communicator
• Collaborative Mindset
Required Qualifications
• Bachelor's degree or equivalent combination of education and experience.
• Certified Financial Planner (CFP) designation.
• Strong understanding of the financial planning process.
• Ability to work independently while contributing to team success.
• Excellent communication, writing, and research skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
Preferred Qualifications
• 3+ years of experience in financial planning or personal financial planning.
• Familiarity with eMoney Advisor software.
• Strong understanding of finance concepts and financial analysis.
• Exceptional interpersonal and relationship-building skills.
• Bachelor's degree in Finance, Accounting, or a related field preferred.
• Advanced certifications or degrees are a plus.
• Proficiency with financial planning software and related tools.
Benefits
• 401(k) Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Parental Leave
• Professional Development Assistance
• Gym Access
Work Location
• In-Person / On-Site (Boston, MA)
