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Personal CFO (aka lead financial planner)

Single Point Partners
Boston, Massachusetts or Remote
$150,000 Base Salary plus Bonus
Closing date
Dec 4, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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We’re very excited about what we are building here at Single Point.  We are growing at a strong pace with a laser focus on doing remarkable work for our clients.  This means having the right people in the right seats on the bus, and ensuring that our team is not stretched thin by the growth.  With that, we are looking to hire our next Personal CFO, this is SPP-speak for lead financial planner.

Priorities for areas of experience/expertise:

1.Income tax planning (experience having run or reviewed tax projections a bonus) and/or 2. Equity Compensation & employee benefits experience and/or 3.Exposure to clients with complexity in their cash flow (such as self-employed/business owner)

The growth of our business tends to be with a younger client base than the traditional firm, ie. It is not made up of retirees but of families in the middle of successful careers with a lot on their plates.  This is not by accident, but by design based on the client experience we have built which focuses on both advice & execution across our clients entire financial life.

We’re looking for a financial planner who wants to focus on doing just that, great planning as opposed to an asset-gathering mindset.   CFP required.  Would look favorably upon someone with (or working towards) an EA, CPA  or LLM background although its not required.

The ideal candidate would be at a PCFO Level 2 or 3 (see our PCFO Career Path for more details on the levels). We would consider a Level 1 hire for the right candidate as we would provide necessary support and training.

At all levels the approach we take in training is to do joint work with other PCFOs for the first 10-15 clients you take on as a lead as well as working closely with our centralized resources on the financial & behavioral planning, tax planning & investment.

Boston-based candidates are preferred however we are open to virtual for the right candidate (we have 25% of our team non-Boston based already).

You can find more details including first steps in starting a conversation with SPP here:

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