Sensible Financial Planning and Management, LLC®, a prestigious fee-only financial planning firm located in Waltham, MA, recruits full-time Associate Financial Advisors throughout the year.
Over the past 20 years, we have consciously cultivated a firm culture dedicated to professionalism, mutual respect, and unparalleled client care. Our staff structure and training program allows for: senior staff to obtain the support that they need, newer staff to receive exceptional professional growth opportunities, and clients to experience guidance through personalized interactions.
An Associate Financial Advisor at Sensible Financial is an engaged professional who supports the Advisor team by providing direct client support, creating client meeting documentation, and assisting with data management and analysis. Individuals in this role develop the skills necessary to progress along our 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.
- Financial planning analysis and investment modeling.
- Developing and presenting financial plans.
- Supporting both the Advisor and Operations team by responding to client questions and facilitating client onboarding.
The position requires a bachelor’s degree [with a preference for proficiency in mathematics, economics, finance, or a quantitative science]; an ability to foster collaborative relationships with team members; strong oral and written communications skills; and the highest level of attention to detail, personal integrity, and commitment to excellence. 1-2 years’ experience or an internship in the financial services industry is a strong plus. The person filling this position also must have a willingness to pursue a Series 65 designation in the first 9 months of employment.
No phone calls, please.
To Apply: Please send a resume and cover letter to Anne Smith, 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, public assistance status, 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.