Financial Planner Salaries in Massachusetts

Coordinate subscription documents, capital calls, and alternative investment administration. Exposure to private investments, subscription documents, and…

$75,000 - $100,000 a year

8 days ago

A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial…

A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.

$105,000 - $250,000 a year

12 days ago

Anticipates effects of changes in tax and estate laws to individual relationships and works with Trust officers to develop and implement strategies specific to…

$220,000 - $240,000 a year

With fiduciary accounts, operates within the framework of the underlying document, developing strategies designed to achieve specific investment goals.

Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.

$60,000 - $200,000 a year