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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