![Insight Financial Strategists LLC](https://media.trabajo.org/img/noimg.jpg)
Senior Financial Planner
1 month ago
We are a fee-only boutique wealth management firm in Newton, MA, deeply rooted in fiduciary principles. Our mission is to guide clients with clarity, foresight, and precision on their financial journeys.
We are dedicated to providing clients with personalized strategies to help them solve complex situations, including retirement planning and divorce financial planning.
We're looking for a seasoned Senior Advisor to join our team part-time. The ideal candidate will have a broad knowledge of financial planning, a desire to enact real change in our clients' financial lives, and a vision that aligns with our firm. While the position begins as a part-time role, it may evolve into a full-time opportunity.
Key Responsibilities:
Foster and nurture relationships with designated clients, ensuring their needs are met and expectations are exceeded.
Deliver comprehensive financial planning services, including but not limited to retirement planning, tax planning, and investment strategies.
Translate complex financial concepts into actionable and tailored advice for our diverse clientele.
Update financial plans periodically and implement financial plans as needed.
Work in synergy with the broader team, sharing knowledge and insights, maintaining service consistency, and identifying process improvement opportunities.
Qualifications:
Certified Financial Planner (CFP) designation or equivalent.
Minimum of 5 years of experience as a financial planner or wealth manager in a fee-only setting.
A bachelor's degree or higher in a relevant discipline.
Mastery of financial planning software and CRM tools.
An empathetic approach towards clients, understanding their unique challenges.
A strong understanding of retirement, tax planning, and investment planning.
Commitment to continuous learning.
What We Offer:
This is a salary + bonus position. Bonus shall be paid twice yearly based on company results and advisor performance.
This is a remote position with periodic in-person team meetings. Client meetings can be on Zoom or in person in the office as needed.
This is not a sales position. Prospecting is not expected.
A supportive work environment where your contribution directly influences the success of our clients.
Interested candidates who share our passion for financial strategy and client success are encouraged to apply. Please send your resume, a cover letter detailing your relevant experience, and, if you have them, your Kolbe Assessment results to careers@insightfinancialstrategists.com
Kindly Note:
This role is distinctly part-time. If you are seeking a full-time opportunity, we may not be the right fit at this juncture.
Note: Insight Financial Strategists is an equal-opportunity employer and values diversity. All qualified applicants will be considered regardless of race, color, religion, gender, national origin, age, disability, or any other protected status.
#J-18808-Ljbffr
-
Financial Planner
1 month ago
Salt Lake City, United States Albion Financial Group Full timeWho we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around...
-
Financial Planner
3 weeks ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Financial Planner
3 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Financial Planner
3 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Financial Planner
3 months ago
Texas City, United States Gpac Full timeAre you looking to make a career change?We are partnering with a leading company to find a skilled Financial Planner. In this role, you'll have the chance to engage closely with clients, understand their financial objectives, and develop customized plans to help them reach their goals.Key Responsibilities:Establish and nurture strong client relationships,...
-
Financial Planner
3 months ago
Salt Lake City, United States gpac Full timeWe are seeking an experienced, knowledgeable financial planner to join our growing advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals. Responsibilities: Meet with clients to collect information about their...
-
Senior Planner
2 months ago
Oklahoma City, United States City of Oklahoma City Full time$34.22 - $52.36 HourlyNote: The normal starting pay for this position is the minimum of the pay range listed above. A higher rate of pay may be considered, dependent on the qualifications and experience of the selected applicant and/or the City’s step placement policy.Important Application Information: Completion of the supplemental questions is...
-
Financial Planner
3 months ago
Salt Lake City, United States Gpac Full timeWe are seeking an experienced, knowledgeable financial planner to join our growing advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals. Responsibilities:Meet with clients to collect information about their...
-
Financial Planner, Centralized Planning Group
1 month ago
Oklahoma City, United States Charles Schwab Full timeYour opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. The...
-
Senior Assistant Planner
3 months ago
Long Island City, United States Bloomingdale's Full timeAbout:Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale's like no other store in the world. Everyone plays a critical role to bring our mission to life. Regardless of position, we...
-
Financial Planner
2 months ago
Redwood City, United States TalentLink Solutions Full timeWe are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...
-
Senior Financial Analyst
1 month ago
Oklahoma City, United States Kodiak Gas Services, LLC Full timeKodiak understands that our most valuable resource is our employees, and in order to provide industry-leading service and runtime, you must attract and retain premier talent. To accomplish this, Kodiak focuses on providing internal professional development and training, as well as the best benefits package in the industry. Summary The Senior Financial...
-
Financial Senior Analyst
4 weeks ago
Oklahoma City, United States CVS Health Full timePosition Summary The Senior Financial Analyst will be a part of the Specialty Pharmacy mail order division of Pharmacy and Consumer Wellness Financial Planning and Analysis team supporting specialty pharmacy operations. The candidate will have the opportunity to work as part of a highly skilled and supportive team reporting to a Senior Manager. This role...
-
Senior Financial Accountant
1 month ago
Oklahoma City, United States Polston Tax Resolution & Accounting Full timeWe are seeking a first-class Senior Financial Accountant to become an integral part of our team! We require someone who is an excellent multitasker with exceptional communication and time management skills. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself. This...
-
Senior Financial Analyst
2 weeks ago
Oklahoma City, Oklahoma, United States SMX Full timeSenior Financial Analyst (3731)at SMX(View all jobs) )United StatesThis is a Senior level Financial Analyst role that will be supporting multiple projects under the DSG FSC Commercial subdivision. The candidate will work with the Finance Manager and Program Managers in meeting the overall contract goals and objectives. This role will mainly be remote,...
-
Senior Financial Analyst
1 month ago
Oklahoma City, United States Celina, City of (TX) Full timeThe Celina Way It is an exciting time to work for the City of Celina! Did you know Celina has been ranked the #1 fastest growing city in North Texas? We are growing and looking for dedicated and collaborative people to join our team of talented and valued employees. High-performing organizations have a set of principles and core values that are used to...
-
Senior Financial Analyst, FP&A
2 months ago
Oklahoma City, United States Mercer Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...
-
Senior Project Planner
3 weeks ago
Morgan City, United States DSJ Global Full timeJob Title: Planner and Scheduler III Company Profile: One of the nations premier ship building companies is looking for an experienced planner and scheduler to join their team in the Deepwater South, Louisiana! The Planner/Scheduler III Will Be Responsible for the Following: Working cross functionally with different teams to plan and schedule projects...
-
Senior Project Planner
4 weeks ago
Morgan City, United States DSJ Global Full timeJob Title: Planner and Scheduler IIICompany Profile: One of the nation's premier ship building companies is looking for an experienced planner and scheduler to join their team in the Deepwater South, Louisiana!The Planner/Scheduler III Will Be Responsible for the Following:Working cross functionally with different teams to plan and schedule projectsUtilizing...
-
Senior Project Planner
3 weeks ago
Morgan City, United States DSJ Global Full timeJob Title: Planner and Scheduler IIICompany Profile: One of the nation's premier ship building companies is looking for an experienced planner and scheduler to join their team in the Deepwater South, Louisiana!The Planner/Scheduler III Will Be Responsible for the Following:Working cross functionally with different teams to plan and schedule projectsUtilizing...