Overview
Financial Planner Jobs in Waltham, Massachusetts, USA at Personal Choice Financial Advisors, LLC
Peak Financial Management located in Waltham, Massachusetts is looking for a fulltime and experienced financial planner.
Peak Financial is a boutique wealth Management firm registered as an Investment Adviser that provides comprehensive wealth management services to high net worth clients
Job responsibilities include but are not limited to:
Development of comprehensive financial plans focused on cash flow, tax, retirement planning, and estate planning and risk management
Communicate with clients on the implementation of the financial plans and track outstanding items
Participate and in some cases lead client meetings with other team members, track meeting notes and action items in CRM
Meet with other client advisers such as CPA’s and Attorneys to collaborate on client tax and estate planning issues
Assist the firm in its growth agenda by meeting and making presentations about firm capabilities to potential clients and client advisers.
Qualifications:
Minimum of 3 years of professional experience in wealth management services for high net worth clients
Proficient in financial planning software and computer skills, including Microsoft office. Experience with Money Guide Pro desirable though not required
Excellent written and verbal communications skills
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Title: Financial Planner
Company: Personal Choice Financial Advisors, LLC
Location: Waltham, Massachusetts, USA
Category: Finance & Banking, Law/Legal
