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Company

Bleakley Financial Group · 3 days ago

Financial Planner

Boston, MA

Full-time

Onsite

Mid Level

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FinanceFinancial Services

H1B Sponsor Likely

Hiring Manager

Stefania DiPalma, SHRM-SCP

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Responsibilities

Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics.

Guide high-income and high net-worth individuals towards their financial goals.

Create investment and financial plans by utilizing financial planning software.

Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions.

Serve as first points for clients and actively participate in client and prospective client meetings.

Manage Advisor’s calendar and coordinate client prep work ensuring research and data gathering is complete and timely.

Manages time and resources efficiently and effectively to bring compounding value and excellence to clients.

Translate clients’ investment goals into meaningful business opportunities.

Follow risk management practices by adhering to the company’s policies and procedures.

Complete ad hoc projects as needed as per direction of the Wealth Advisor.

Qualification

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CFPFinancial ModelingValuation TechniquesSeries 6Series 63Series 7Life & Health Insurance

Required

Bachelor’s Degree preferably in Finance.

Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines.

Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals.

Long-term investment mindset geared toward meeting client/investor expectations.

Analytical thinker with ability to adapt quickly to a high growth, fast paced environment.

Outstanding presentation skills and strong mindfulness to details.

Series 6, 63 or 7.

Preferred

CFP

Life & Health Insurance preferred or will be required to obtain within first 90 days of employment.

Company

Bleakley Financial Group

Bleakley Financial Group offers individuals, families & business owners independent financial planning & wealth management advice.

Founded in 1984

Fairfield, New Jersey, USA

51-200 employees

https://www.bleakley.com/

H1B Sponsorship

Bleakley Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2021 (2)