Job Description
Join Boston's premier wealth management firm and transform your financial expertise into a thriving career. We're seeking dynamic Financial Advisors to serve high-net-worth clients in one of America's most vibrant financial hubs. With comprehensive training, cutting-edge technology, and a proven client acquisition system, you'll build a sustainable practice while delivering exceptional financial planning services. Our collaborative culture combines entrepreneurial drive with institutional support, ensuring your success in Boston's competitive market.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Acquire and retain clients through strategic networking and referral partnerships
- Manage investment portfolios aligned with clients' risk tolerance and goals
- Provide retirement planning, tax optimization, and estate strategies
- Utilize CRM systems to maintain client relationships and track performance metrics
- Collaborate with internal teams for specialized financial solutions
Qualifications
- FINRA Series 7 and 66/65/63 licenses required
- CFP or CFA designation strongly preferred
- 3+ years financial services experience with high-net-worth client focus
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Massachusetts state securities registration