Financial Planner Salaries in Burlington, MA

Existing or progress toward a professional designation or certification including, but not limited to CPA, CFP, CQF etc. a plus.

$150,000 - $250,000 a year

A bachelor’s degree and strong technical expertise in retirement plan design/administration including strong 403(b), 401(k), and pension knowledge.

$89,500 - $166,900 a year

We are seeking an experienced, relationship-driven financial planner who combines deep technical expertise with exceptional client service skills.

$150,000 - $200,000 a year

2 days ago

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients…

$28.85 - $33.65 an hour

Series 7, Series 66 preferred and appropriate state insurance licenses required. Company-provided technology, including equipment, helpdesk assistance, client…

Act as a liaison between Operations and Corporate to research and answer questions, and support ad hoc financial analysis and reporting as requested.

$81,400 - $122,100 a year

2 days ago