Financial Advisor - Woodside Wealth Managment

Financial Advisor – Woodside Wealth Management - Framingham, MA

Overview:

• W2 salaried position that includes company paid Long Term Disability insurance and a   401k with a generous match

• Full Time - hours are flexible, but core hours are typically 8AM to 4:30 PM

• Location: Framingham, MA but a hybrid schedule of 2 or 3 days in the office is perfectly fine

• Start Date: Flexible

• Compensation: $85,000 to $100,000+ depending on qualifications and experience

About Us:

Woodside Wealth Management is a fee-only financial planning and investment management firm with offices in Framingham MA and New York City. Our clients are HNW individuals and families and include physicians, CEOs and high-level executives in the tech and pharmaceutical fields. Our clients look to us for help with any matter in their lives that involves a dollar sign. It is a point of pride for us that we work with multiple generations of many of our clients’ families.

We work very hard for our clients but also believe that a good work-life balance is very important. We offer a generous vacation allowance, paid time off for all stock market holidays, half-day Fridays from Memorial Day through Labor Day, and we can accommodate flexible schedules.

About You:

• 3 to 5 years of experience as a financial planner in a wealth management firm

• 4 year college degree required

• CFP or CFA designation strongly preferred

• Experience with RedTail, Holistiplan, Money Tree and EMoney

• Excellent written and verbal skills

• Fanatic attention to detail – you will be preparing detailed client communications and reports, and many of our clients are meticulous by nature and education

• Commitment to outstanding client service

• Experience preparing detailed tax projections is a plus - we do not prepare tax returns for our clients but special consideration will be given to candidates who have an extensive tax background

What You Will Be Doing:

• Creating high quality, customized financial plans

• Presenting plans and recommendations to our HNW clients

• Managing and maintaining client meeting schedules

• Maintaining detailed notes in CRM

• Participating in prospect meetings

• Conducting investment research

• Preparing tax projections and providing advice on complicated tax situations that would include equity compensation issues

It is our hope that the person filling this position will transition to a Senior Financial Advisor in the future.

To apply, please send resume to Cheryl Costa at ccosta@woodsidewealth.com