Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
City of Boston
Boston, MA, United States
Overview : Boston Parks and Recreation Department (BPRD) is seeking a planner in the Design and Construction Unit to be responsible for the land use planning, including the acquisition of open space, and grant management by the Department. BPRD is the second largest landowner in the City of Boston. As Boston grows, so must residents access to equ
Job Source: City of BostonCity of Boston
Boston, MA, United States
Overview: Boston Parks and Recreation Department (BPRD) is seeking a planner in the Design and Construction Unit to be responsible for the land use planning, including the acquisition of open space, and grant management by the Department. BPRD is the second largest landowner in the City of Boston. As Boston grows, so must residents access to equita
Job Source: City of BostonBoston Water and Sewer Commission
Boston, MA, United States
Residency Requirement: Employees must be Boston residents on their date of hire and for the duration of their employment subject to BWSC policies and collective bargaining agreements. Overview: Position Pur p ose: Performs professional and technical work related to the engineering activities of the Commission. Responsible to assist and c
Job Source: Boston Water and Sewer CommissionTown of Concord Massachusetts
Concord, MA, United States
Department: Planning and Land Management Salary Grade: 8 Reports To: Town Planner FLSA Status: Exempt Appointed By: Town Manager Date: July 2023 GENERAL SUMMARY:Working under the direction of the Town Planner, this Senior Planner oversees and manages Transportation, Planner, Transport, Senior, Operations, Business Partner, Business Services
Job Source: Town of Concord MassachusettsTrc Companies, Inc.
Lowell, MA, United States
About Us Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time. From pipelines to power plants, roadways to reservoirs, schoolyards to security solutions, clients look to TRC for break
Job Source: Trc Companies, Inc.Boston Planning and Development Agency
Boston, MA, United States
**boston planning & development agency** ****BOSTON RESIDENCY IS A CONDITION OF EMPLOYMENT WITHIN 6 MONTHS OF START DATE**** **TITLE:** Senior Planner II **GRADE: 8 STATUS:** EXEMPT **SUMMARY:** Under the supervision of the Deputy Director for Zoning and in collaboration with planning team members, the Senior Planner II will conduct, manag
Job Source: Boston Planning and Development AgencySmithGroup
Boston, MA, United States
SmithGroup is an award-winning, integrated design firm that blends research, data and technology with innovation and a creative spirit to deliver resilient, inclusive spaces that solve our clients' greatest challenges. Our teams create exceptional design solutions for healthcare, science and technology, workplace, mixed use, higher education, cultu
Job Source: SmithGroupDLR Group
Boston, MA, United States
Job Description Job Description We are an integrated design firm with a promise to elevate the human experience through design. This fuels the work we do around the world and inspires our mission to improve the lives of our clients, our communities, and our planet. If this sparks your interest, you’re in the right place. We operate within a hybri
Job Source: DLR GroupConcord, MA, United States
Margaret McGillin 747 Main Street Suite 120 Concord, MA 01742 Phone: 978 369-2911
The ideal candidate is a CFP that has at least three years of experience leading client relationships and has delivered and implemented a minimum of 100 plans over at least 3 years, with additional experience in a support role. This individual will need to be confident in their ability to take over existing clients (within a six-month transition period), and must have experience preparing, delivering, and implementing holistic and comprehensive wealth plans handling client transactions, leading client meetings, and being not only responsive but proactive with clients in overcoming obstacles in getting their financial house 100% in order, and keeping it that way year after year. Must have competency with executive equity compensation plans, Employer retirement plans, income in retirement and tax strategies.
Responsibilities:
• Serve as lead advisor for established client relationships and prepare asset management proposals for both current and new client relationships.
• Prepare, deliver, and implement financial plans and investment proposals to established and prospective clients.
• Ensure 50 clients plans annually are prepared, delivered, and implemented. Prepare for, lead, and follow up after each client meeting proactively. Firm owner is CFP and contracted CFP, JD available for collaboration and quality assurance of all plans.
• Work with clients to ensure action items are thoroughly executed and documented.
• Effectively communicate wealth strategy, planning solutions, and value proposition.
• Work with para planner, and business development advisor to ensure all client data including financial documents, constraints and goals are in house before developing the plan.
• Work with client support team to provide an exceptional client experience.
• Participate in following and documenting workflows and best in class practices to streamline the planning function.
• Oversee supporting team members, including Associate Wealth Advisors and administrative team members with the goal of maintaining a cohesive and successful advisory team that provides excellent client service.
• Responsible for maintaining and growing key center of influence relationships.
• Commit to continuous improvement of the firm’s strategic processes to both improve the client experience and outcomes, quality, and time per plan.
• Track and report (via CRM and workflow systems) on each client to know if their financial house is in order or not and what needs to be done next, at both the client and the firm level.
Requirements:
• BA/BS degree required; advanced degree preferred.
• 10+ years of experience with an investment consulting/management firm, family office, or RIA required.
• 3 + years leading client and center of influence relationships required.
• Experience with CRM, financial planning software, and MS Office.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Able to work under pressure, document work products, and meet deadlines without sacrificing quality and caring for our clients and the team, in a fast-paced, collaborative, adherence to the highest professional standards, process and results driven service environment.
Competitive compensation, bonus, and benefits package. Career path opportunity for management and/or business development, annual professional development funding.
The perfect career or internship is just a click away, give it a try!
#J-18808-Ljbffr
Email Alert for Senior Financial Planner jobs in Concord, MA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.