Financial Planner

Peak Financial Management located in Waltham, Massachusetts is looking for a fulltime and experienced financial planner.

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