Sensible Financial (https://sensiblefinancial.com/) is a prestigious fee-only Financial Planning firm located in Waltham, Massachusetts, in the Boston area. We are acknowledged thought leaders in identifying, developing, and applying sound planning and investing methodologies. We leverage these approaches to create personal financial strategies for each of our clients. Many of our clients are busy two-income families who rely on us to help them manage their finances for efficiency and effectiveness. Since 2002, we have consciously cultivated a firm culture dedicated to the highest level of professionalism, mutual respect, and client care. We strive to foster a mutually supportive, collegial atmosphere. Our competitive compensation plan, generous benefits package, and supplemental compensation program serve to reinforce this team approach. Our staff structure and training program allows our senior staff to receive the support they need, provides our junior staff with exceptional professional growth opportunities and supports our clients with personalized interactions at the highest level in the industry. We look forward to speaking with you if you would like to join this kind of firm. We seek to hire an Associate Financial Advisor. These professionals support senior staff with direct client support, client meeting documentation and follow-up, and data management and analysis, developing the skills necessary to progress along the advisory career track.
Primary responsibilities include:
- Taking notes during client meetings, finalizing documents, and following up on action items
- Obtaining, organizing, and managing information from clients and other relevant sources
- Verifying and analyzing data and information
- Building financial plans and investment models
- Developing financial plans and presentations
- Supporting Advisors / Senior Advisors in responding to client questions and facilitating client onboarding
We are committed to the career growth and development of our junior staff, with the opportunity for promotion to Financial Advisor and beyond.
The position requires a bachelor’s degree with a major (or minimally, a minor) in mathematics, economics, finance, or a quantitative science; exemplary skills in mathematics; collegial relationships with team members; articulate communications with team members, clients and others; and the highest level of attention to detail, personal integrity, and commitment to excellence. 1-3 years’ experience in the financial services industry and current pursuit of either the CFP or CFA designation are strong pluses.
No phone calls, please. Please send your resume and cover letter to firstname.lastname@example.org
It is the policy of Sensible Financial to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Sensible Financial will provide reasonable accommodations for qualified individuals with disabilities.