Senior Financial Planner jobs in United States
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Kennison & Associates · 17 hours ago

Senior Financial Planner

positionBoston, MA
timeFull-time
remoteHybrid
senioritySenior Level
money$150K/yr - $150K/yr
date5+ years exp

Kennison & Associates is a leading private wealth management firm in Boston, seeking a Senior Financial Planner. The role focuses on delivering sophisticated financial planning to high-net-worth clients, analyzing complex financial data, and building comprehensive financial plans without marketing responsibilities.

Human ResourcesStaffing Agency
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Work & Life Balance

Responsibilities

Analyze complex financial data
Build comprehensive financial plans
Guide long-term strategies

Qualification

CFP® designationCPA designationFinancial planning experienceMoneyGuideProNumberCruncherAnalytical skillsCommunication skills

Required

5+ years of financial planning experience
holds a CFP® or CPA designation
proficient with tools such as MoneyGuidePro and NumberCruncher
strong analytical and communication skills

Benefits

Commuter perks
Paid parental leave

Company

Kennison & Associates

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Kennison & Associates is a staffing and recruiting company offering placement services.
dateFounded in 1991
location
Boston, Massachusetts, USA
people-size11-50 employees
web-link
http://kennison.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase