Summary:
We are seeking a highly motivated and experienced Senior Financial Planner to support a team of wealth advisors in all aspects of comprehensive financial planning. This role plays a key part in enhancing the advisor-client relationship, driving adoption of financial planning practices, and delivering high-quality, actionable advice. This role is based in our Boston, MA office on a hybrid schedule.
Responsibilities:
- Develop comprehensive financial plans, including data entry, analysis, plan design, and the preparation of detailed written summaries with clear recommendations and next steps.
- Build and maintain strong relationships with advisors to ensure satisfaction and ongoing engagement with planning services.
- Serve as a consultant to advisors on a wide range of financial planning topics, providing guidance that drives efficiency, adoption, and growth.
- Present completed financial plans professionally to advisors and clients as needed.
- Stay current on financial planning concepts, tools, industry trends, and regulatory updates.
- Collaborate effectively with internal teams and cross-functional partners to support a seamless planning experience.
- Partner with management to promote the integration of financial planning into advisor practices.
- Travel up to 20% required.
Qualifications:
- Bachelor’s degree in Business, Finance, or related field, or equivalent professional experience.
- CFP® certification with a minimum of 5 years of active experience required.
- Minimum of 7 years of experience in financial services, with at least 5 years focused on developing and presenting comprehensive financial plans.
- Deep understanding of financial planning topics including retirement planning, wealth management, risk management, and education funding.
- Experience with financial planning software such as MoneyGuide Pro.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, PowerPoint, and Outlook.
- Strong communication and interpersonal skills with an ability to explain complex financial topics clearly.
- Highly organized with excellent attention to detail and time management skills.
- Collaborative team player with a client-centric mindset.
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
