Financial Planner

Lake Street Advisors
Boston, Massachusetts
Jul 15, 2020
Aug 14, 2020
Employment Type
Full Time

We are looking for a bright, self-motivated and experienced Financial Planner to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions in conjunction with the Relationship Manager. Externally, you will partner with leading investment, tax, and legal firms to deliver a customized plan tailored to meet each client’s unique objectives.     


The essential duties of the Financial Planner include, and are not limited to, planning, coordination, and execution in the following areas:

- Review quarterly consolidated reporting and spot issues

- Cash, Debt and Expense Management

- Estate, Gift and Charitable

- Family Management

- Insurance

- Loans – Advise on tax implications and loan strategies

- Real Estate

- Stock

- Work internally with the Relationship Manager, Investment, and Client Operations teams to ensure that client strategies are being met

Desired Skills and Experience

- Strong analytical, organizational and time management skills

- Excellent interpersonal and communication skills, both written and verbal

- Detail-oriented with a focus on delivering optimal client service

- Ability and desire to continue to learn and develop

- Ability to spot inefficiencies (internal or external) and work with the team on process improvements

- Minimum 2 years prior experience in wealth management and/or financial planning role, ideally for the benefit of high net worth individuals and families.

- Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates.

- Bachelor’s degree in business/finance or a related field are strongly preferred

- Financial planning education in the form of CFP® and/or MSFP strongly preferred

- Series 65 is a requirement of the job and is financially supported, as needed, by the firm

- Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets

is necessary; experience with Salesforce a plus

- Participate in client meetings, as necessary, with possible travel (<20%)

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