Masis Professional Group ยท 2 days ago
Holistic Financial Advisor/Planner ,CFP
Greater Boston
Full-time
Onsite
Senior Level
$100K/yr - $120K/yr
5+ years expMasis Professional Group is seeking an experienced Financial Advisor who can execute in-depth financial plans and tax solutions. The role involves providing detailed financial planning for high net worth families and collaborating with teams to ensure best-in-class service and accurate portfolio management.
Professional ServicesRecruitingStaffing Agency
Hiring Manager
Laura Sweeney
Responsibilities
Provide detailed in-depth financial planning for high net worth families
Hold client meetings to identify, and prioritize financial goals to obtain financial independence, retirement, cash flow, tax and estate planning
Collaborate with team to provide best-in-class service and experience to clients
Collaborate with investment team to ensure accurate portfolio management
Assist with business development and client acquisition efforts
Qualification
Required
5 years of financial service experience preferably at an RIA
CFP designation required
eMoney, Holistiplan or Money Guide Pro experience
Excellent presentation and communication skills and time management skills
Team player who is mature, responsible and dependable with focus on attention to detail
Four-year college degree (Bachelor's degree in Finance, Business or Economics)
Company
Masis Professional Group
Masis Professional Group specializes in recruiting professionals for permanent, temporary, and temporary-to-permanent positions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase