Job Description
Join Boston's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking driven professionals to build lasting relationships while delivering exceptional investment strategies, retirement planning, and risk management solutions. Our collaborative culture combines cutting-edge technology with personalized client service to help you thrive in one of America's most dynamic financial markets.
Responsibilities
- Develop comprehensive financial plans and investment portfolios for high-net-worth clients
- Conduct market research to identify emerging opportunities and trends
- Build and maintain robust client relationships through regular reviews and consultations
- Collaborate with portfolio managers to execute tailored investment strategies
- Stay current on financial regulations, tax laws, and industry best practices
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Minimum 3 years of financial planning/advisory experience
- Proven track record of client acquisition and retention
- Exceptional analytical, communication, and presentation skills
- Strong proficiency in CRM platforms (e.g., Salesforce) and financial software