Top 215 Financial planner Jobs in Marblehead, Ma

Senior Wealth Financial Planner
CAPTRUST —Boston, MA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
5d
Vice President, Fiduciary
BNY —Boston, MA
- Full-time
- 6 years
- Office
- Business development
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Associate, Investment Banking Investor Relations
Chronic Capital —Boston, MA
- From $150,000 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays
Financial Advisor - Career Changers Encouraged to Apply
Northwestern Mutual —Boston, MA
- $83,000 - $190,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
2d
Financial Advisors - Career Changers encouraged to apply! Paid Training
Northwestern Mutual —Boston, MA
- $97,000 - $132,000 a year
- Choose your own hours
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Wealth Management Associate
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Office
- Health insurance
- Dental insurance
Financial Advisor - Career Changers Welcome!
Northwestern Mutual —Hingham, MA
- $52,000 - $148,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Woburn, MA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Professional/Fast Track Management
New York Life —Massachusetts
- $65,000 - $200,000 a year
- Full-time
- Remote
- Sales
- Recruiting
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply
Senior Investment Manager, Separately Managed Accounts
Fidelity Investments —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Loan repayment program
- Health insurance
Financial Wellness Consultant
Marsh McLennan Agency —Boston, MA
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance

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financial planner jobs near marblehead, ma

Senior Wealth Financial Planner

CAPTRUST -
Boston, MA

Apply Now

Job Details

Full-time
$150,000 - $200,000 a year
5 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Estate planning needs analysis
Customer communication
Customer relationship building
CFP
Referral-based lead generation
Sales referrals
Process improvement
Financial client presentations
Estate planning advisory services
Income tax planning
Team development
Business development
Professional development support
Bachelor's degree
Portfolio management advisory services
Financial risk management
Investment client management
Client services
Financial concepts
Mentoring
Financial goal setting advisory services
Business development within finance
Working with families
Financial services
Client referrals
Series 65
Cash flow budgeting
Senior level
Leadership
Estate planning

Full Job Description

Overview:

WHO are we looking for?

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team in Boston, MA.

CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.

We are seeking an experienced, relationship-driven financial planner who combines deep technical expertise with exceptional client service skills. The ideal candidate is a trusted advisor who can lead sophisticated planning engagements, coordinate across multiple disciplines, and help affluent families make confident financial decisions.

Responsibilities:

Lead Deep Client Relationships

Serve as the lead advisor and trusted partner for high-net-worth clients and families
Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance
Act as the “quarterback” across all aspects of clients’ financial lives
Anticipate client needs and proactively identify planning opportunities across wealth management, tax, retirement, estate, and legacy planning
Lead regular client review meetings and ensure timely implementation of planning recommendations
Deliver a consistent, high-quality client experience through exceptional communication and service

Deliver Sophisticated Financial Planning

Develop and oversee comprehensive financial strategies spanning:
- Retirement planning
- Investment strategy
- Tax planning
- Estate and legacy planning
- Risk management
- Cash flow and wealth transfer strategies
Identify and recommend planning opportunities related to taxes, retirement, charitable giving, business succession, estate strategies, and intergenerational wealth transfer
Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement
Coordinate planning strategies with clients' attorneys, accountants, and other professional advisors to deliver an integrated planning experience

Provide Investment Guidance

Partner with CAPTRUST’s national investment resources to deliver customized portfolio strategies aligned with client goals and firm philosophy
Guide clients through market events and evolving financial circumstances with clarity and confidence
Help clients understand the rationale behind investment decisions and maintain focus on long-term objectives

Contribute to Growth and Team Success

Participate in prospective client meetings and support business development efforts
Cultivate centers of influence and referral relationships that strengthen the firm's presence in the market
Mentor and support associate advisors and planning team members, sharing best practices and technical expertise
Contribute to the ongoing enhancement of planning processes, client service standards, and team development

Qualifications:

Qualifications

10+ years of wealth management or financial planning experience preferred
CFP® designation strongly preferred (or actively pursuing)
Series 65 (or ability to obtain within 90 days of hire date)
Experience leading client relationships independently
Experience working with high-net-worth individuals and families
Deep expertise in holistic financial planning
Proven ability to identify planning opportunities and proactively deliver value to clients
Strong communication and relationship management skills, with the ability to translate complex financial concepts into clear recommendations
Bachelor’s degree from an accredited institution

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)
Compensation range (depending on location and experience): $150,000-$200,000

WHERE will you be working?

1 Liberty Square, Boston, MA 02109

Hybrid work arrangement following a 90-day introductory period

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior

Position will remain open until filled.

Apply Now

Refine Your Search

financial planner jobs in marblehead, ma

Senior Wealth Financial Planner

Vice President, Fiduciary

Financial Advisor - Greater Boston, MA

Financial Advisor

Financial Wellbeing Coach, Credit

Virtual Financial Advisor - Boston, MA

Managing Associate - Financial Advisor

Financial Advisor / Registered Representative / Agent

Financial Services Representative / Financial Advisor

Associate, Investment Banking Investor Relations

Trust Officer

Financial Advisor - Career Changers Encouraged to Apply

Financial Advisors - Career Changers encouraged to apply! Paid Training

Wealth Management Associate

Financial Advisor - Career Changers Welcome!

Financial Advisor

Wealth Management Trainee (MA)

Financial Professional/Fast Track Management

Senior Investment Manager, Separately Managed Accounts

Financial Wellness Consultant

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