SDL Search Partners

Assistant Financial Planner/CFP

SDL Search Partners  •  Boston, MA (Onsite)  •  5 months ago
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Job Description

One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting).

Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit.

Compensation / Benefits:

  • Strong base pay
  • Annual Bonus
  • 401k match
  • Opportunities for growth, promotion, & professional development
  • Fantastic team & a dynamic environment
  • Great company benefits & perks

Key Responsibilities:

  • Work closely with Portfolio Managers/Leadership to develop tailored financial plans for clients
  • Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and information gathering process
  • Build relationships with clients through authentic support and guidance
  • Complete financial plans, investment reports, tax and estate analysis
  • Liaise with product providers to obtain quotes, projections, and product information
  • Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting)
  • Gather, input, and analyze client data to develop tailored recommendations
  • Perform scenario modeling, stress testing, and asset allocation analysis
  • Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances
  • Prepare and organize client-facing presentation materials
  • Monitor industry trends and regulatory changes to support compliant advice

Skills & Qualifications:

  • 2-10 years of experience in Wealth Management, FS Clients Services, or related
  • Bachelor's degree in Finance, Accounting, or related
  • CFP or CFP track required
  • Positive, collaborative attitude/team-player
  • Interest in growth, and professional development within the firm
SDL Search Partners

About SDL Search Partners

SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career.

Areas of focus:

• Accounting, Finance, Audit, Tax & Analytics

Examples of positions we support:

• Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO

• Financial Analyst, Finance Manager / FP&A Manager to VP of Finance

• Treasury, Internal Controls, Audit, Tax, M&A

• Public Accounting, Transaction Services, Advisory

• Technical Accounting, SEC Accounting, Financial Reporting

• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll

• Sales Operations, Deal Desk, Pricing Manager, Data Analyst

• Investment Accounting, Fund Accounting, Operations Analyst, Client Service Specialist

A few of the industries we specialize in:

Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more

If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Boston, MA
Year Founded
Unknown
Website
sdlsearch.com
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