Wealthbox Jobs in Boston, MA (NOW HIRING)

About Us

Impact Financial is a growing, fee-only independent wealth management firm with significant opportunity for the right advisor. We are based out of Chicago and Boston but work virtually with most clients. We help clients manage their financial complexities so they can live their lives to the fullest with financial confidence. Our work includes financial planning, investment management, and tax services, with additional niche focus in cross-border/international planning, business owner services, and impact (ESG) investing.

Position Overview

This is a hybrid lead/associate advisor role designed for a motivated planner who wants to work directly with clients and also support the broader planning work of the firm. You will spend part of your time in client-facing work (serving as primary or co‑primary advisor on a subset of relationships) and part of your time in planning, analysis, and implementation work across the firm’s clients. The exact mix of client-facing vs. support work will depend on your experience, strengths, and interests and can evolve over time.

Ideally, you also bring an existing book of ongoing client relationships, though we are open to candidates earlier in their careers who are actively building one and want a path toward a heavier client-facing role.

This position is primarily remote/virtual but may include occasional travel to local client meetings.

Key Responsibilities

• Serve as primary or co‑primary advisor for a subset of client relationships, leading or participating in discovery, planning, implementation, and review meetings as appropriate to your experience level.
• Support the lead advisor and the firm with planning work: data gathering, building financial plans, preparing meeting materials, follow‑up tasks, and implementation items.
• Perform analysis across cash flow, retirement, investments, tax, risk management, and estate topics, and help translate that analysis into clear recommendations and client‑ready materials.
• Collaborate with the firm owner and support staff to ensure a consistent, high-quality client experience, and help build and refine processes and workflows as the firm grows.
• Optionally develop new client relationships through your own network, centers of influence, or specialized expertise.
• Maintain a high standard of fiduciary care, professionalism, and responsiveness in all client and team interactions.

Required Qualifications

• Undergraduate degree in Financial Planning, Accounting, Business, Economics, or a related field.
• Currently holding or on the path to obtain one of the following designations: CFP®, CPA, EA, CFA.
• 5+ years of experience in the wealth management industry with client facing experience.
• Strong analytical skills with attention to detail and ability to solve complex client problems.
• Exceptional written and verbal communication skills, specifically in client facing communication.
• Organized and self‑sufficient in managing tasks, following through on client deliverables, and juggling multiple projects.
• Integrity, maturity, respect for confidentiality, and the ability to build trust with a diverse range of clients and colleagues.
• Legally able to work in the United States.

Bonus Qualifications

• Existing portable book of business with ongoing planning, tax service and/or AUM relationships (size flexible; recurring revenue and fit are more important than headline AUM).
• Cross‑border or international financial planning experience.
• Experience working with business owners, equity compensation, or advanced tax planning.
• Bilingual or multilingual – especially helpful given our cross‑border client base.

Software Used

• Black Diamond
• RightCapital
• Income Lab
• Y Charts
• Morningstar
• Wealthbox
• Microsoft Office
• Outlook

Compensation and Benefits

Compensation is a combination of base salary and variable pay tied to client revenue. Key elements include:

• Base salary commensurate with experience, responsibilities, and current production.
• Higher revenue share on clients you bring with you.
• Additional revenue share on firm‑provided clients you are assigned to lead or co‑lead.
• Paid holidays and flexible, primarily remote work arrangements.
• Significant growth potential, with the opportunity over time to shift toward more client‑facing responsibility or areas of specialized interest. And, for the right long‑term fit, leadership and potential partnership/ownership opportunities.

This is an exciting opportunity to grow with the firm, shape your ideal balance of client-facing and planning work, and build long‑term economic upside as the client base and AUM expand.