Sensible Financial (https://sensiblefinancial.com/) is a prestigious fee-only Financial Planning firm
located in Waltham, Massachusetts, near Boston. 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.
Over the past 12 years, 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
allow our senior staff to receive the support they need, provide our junior staff with exceptional
professional growth opportunities, and support 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.
- Financial planning and investment modeling.
- Financial plan and presentation development.
- Support 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.
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.