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 clientsJob responsibilities include but are not limited to:Development of comprehensive financial plans focused on cash flow, tax, retirement planning, and estate planning and risk managementCommunicate with clients on the implementation of the financial plans and track outstanding itemsParticipate and in some cases lead client meetings with other team members, track meeting notes and action items in CRMMeet with other client advisers such as CPA’s and Attorneys to collaborate on client tax and estate planning issuesAssist 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 clientsProficient in financial planning software and computer skills, including Microsoft office. Experience with Money Guide Pro desirable though not requiredExcellent written and verbal communications skills

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