Peak Financial Management located in Waltham, Massachusetts is looking for a fulltime and experienced financial planner.
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Peak Financial is a boutique wealth Management firm registered as an Investment Adviser that provides comprehensive wealth management services to high net worth clients
Job responsibilities include but are not limited to :
- Development of comprehensive financial plans focused on cash flow, tax, retirement planning, and estate planning and risk management
- Communicate with clients on the implementation of the financial plans and track outstanding items
- Participate and in some cases lead client meetings with other team members, track meeting notes and action items in CRM
- Meet with other client advisers such as CPA’s and Attorneys to collaborate on client tax and estate planning issues
- Assist the firm in its growth agenda by meeting and making presentations about firm capabilities to potential clients and client advisers.
Qualifications :
- Minimum of 3 years of professional experience in wealth management services for high net worth clients
- Proficient in financial planning software and computer skills, including Microsoft office. Experience with Money Guide Pro desirable though not required
- Excellent written and verbal communications skills
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