Posted 03/09/2026
Job Number: 15732

Financial Planner

Sherborn, MA Hybrid

Industry:  Financial Services

Job Category: Administrative

Job Type:  Direct Hire

Salary:  $90,000 - $110,000 / Annually

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Job Description

Position Title: Financial Planner

The Financial Planner role presents an opportunity to contribute significantly to a small, dynamic firm. This position requires a blend of client-facing responsibilities and administrative tasks, ensuring a comprehensive approach to financial planning. Candidates will engage with clients, manage requests, and support various financial projects. The firm values a collaborative culture where each member plays multiple roles, promoting flexibility and teamwork. Individuals who thrive in a supportive environment and are eager to develop their skills will find this role rewarding.

Salary Range: $90,000 – $110,000 / Year DOE

Financial Planner Responsibilities:

  • Act as the primary point of contact for clients
  • Manage client requests and ensure timely responses
  • Prepare for and participate in annual reviews
  • Support onboarding of new clients
  • Handle trading and related tasks
  • Complete administrative duties as needed
  • Assist with ad hoc financial planning projects

Financial Planner Requirements:

  • Schwab experience is required
  • Bachelor’s degree is required
  • Minimum of 5 years of relevant experience, with polished presentation skills if in their 20s
  • Ability to handle administrative tasks alongside client-facing responsibilities
  • Industry knowledge to assist clients with financial planning tasks is preferred
  • Earlier career stage candidates are preferred

Benefits:

  • 100% coverage of health insurance
  • 401k plan with a match and profit-sharing,
  • Loyalty bonus based on tenure, increasing over time
  • Two weeks of vacation, with flexibility in tracking
  • All banking holidays observed

If you are a Financial Planner looking to take the next step in your career, apply now! #LI-KL1

Job ID: a0CUm00003swv3iMAA

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