Job Title: Senior Financial Planner
Date Posted: 11-16-2006
Job Location: Massachusetts-Boston
Job Type: Full Time
Education Level: Bachelors Degree
Work Experience: 2+ to 5 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Mintz Levin Financial Advisors
Company Website:
Contact Information: Mintz Levin Financia   Mintz Levin Financia (
Job Description:
Mintz Levin Financial Advisors, LLC, an affiliate of the law firm of Mintz, Levin, Cohn,
Ferris, Glovsky, and Popeo, P.C., is a highly-profiled and distinguished industry leader who
has assembled some of the most respected and talented financial advisors practicing today. Our
team of talented and experienced professionals uses an innovative and integrated approach to
provide individuals and families with comprehensive, customized wealth management and
investment advisory services.

The individual selected for this career growth opportunity will be distinguished in academic
achievement and client service, adhere to an ethical and professional standard of excellence,
and seek to assume increasing responsibilities within the firm. The successful candidate will
assume responsibility for the preparation, development, presentation and supervision of
clients’ personal financial plans.

Primary areas of responsibility will be to:
Oversee the gathering, development and preparation of information for client financial plans.
Prepare, update and monitor client investment portfolios.
Conduct performance analyses.
Analyze and integrate information.
Prepare and present customized financial and investment plans to clients.
Manage financial planning staff.
Lead client meetings.
Position requires:
Bachelor’s degree with proven quantitative ability.
CFP designation (strongly preferred).
Strong analytical and computer competency.
Superb communication, multi-tasking, organizational and presentation skills.
Strong work ethic.
3+ years of experience in personal financial planning and/or related fields.
Intention to pursue a career in personal financial planning.
Proven ability to thrive in a dynamic, growing and high-energy team environment.
We offer competitive compensation, a comprehensive benefits package and are conveniently
located in downtown Boston, across from South Station.

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