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SDL Search Partners · 5 days ago

Assistant Financial Planner / CFP

Boston, MA

Full-time

Onsite

Entry, Mid Level

2+ years exp

SDL Search Partners is one of Boston's top RIAs, and they are hiring for an Assistant Financial Planner as a growth position. The role involves client relationship management, financial planning, and collaboration with internal team members across various functions.

Staffing & Recruiting

Hiring Manager

Andrew Pawlak

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