_ Lead the First Impression: Financial Planning Opener (Client Engagement Specialist) – Boston, MA_
$100,000–$120,000 base + up to $100,000 performance bonus
Are you the sharp, strategic mind who thrives on building trust quickly and guiding others through complexity?
You’re motivated by challenges, crave intellectual engagement, and want to be appreciated for delivering quality. You enjoy variety, prefer a fast-paced environment, and value working with people who know where they’re going. If that sounds like you—you’ve found the right opportunity.
Your Mission: Lead with Insight, Win with Trust
You’ll take the reins in initial client meetings, bringing clarity to complex financial lives. No cold calls. No lead gen. No follow-up admin. Just high-leverage conversations with pre-qualified, affluent prospects who are already booked on your calendar.
Your job is to:
- Engage with credibility and warmth—lead with expertise, ask the right questions, and help prospects feel seen and understood.
- Illuminate their financial life using our “Personal Financial View” process in eMoney—highlighting the big picture without getting bogged down in data.
- Surface what matters most—document key insights, priorities, and emotional drivers for internal handoff.
- Set up the close—prep our Senior Advisor (typically John) for a seamless second meeting where decisions happen.
Why You’ll Love This Role:
- This is not sales-y. It’s strategy, psychology, and story-framing.
- You’ll enjoy intellectual challenge and variety—no two conversations are alike.
- You get to build trust at the pivotal moment, then hand off and move on.
- We’ve engineered this role to maximize your talents: minimal admin, no micromanagement, and high visibility.
- Plus: clear onboarding, growth tracks, and competitive compensation.
You’re Likely to Thrive If You:
- Have experience in financial planning, private banking, or wealth management
- Are a confident communicator with the presence to earn trust quickly
- Know how to ask the right questions to uncover hidden goals
- Are process-driven and detail-oriented—you document insights like a pro
- Excel in a structured, high-performance environment
_ What’s in It for You:_
- $180K - 200k OTE (Base + Bonus)
- Medical, Dental, 401k
- Real mentorship and career mobility—we invest in your growth
- Culture that rewards quality, initiative, and insight
- Work that matters—make a difference from the very first meeting
If this sounds like a culture you will thrive in, please copy and paste the below link in your browser to get started!
https://go.cultureindex.com/p/vpMKWzNBYWT
Job Type: Full-time
Pay: From $100,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: In person