Job Description
Join our award-winning financial advisory team in Boston's thriving financial district! We're seeking a passionate Financial Advisor to help high-net-worth clients build lasting wealth through personalized strategies. Enjoy uncapped commission potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios ($100M+ AUM) across diverse asset classes
- Conduct market research and economic analysis to inform client strategies
- Build and maintain referral networks with attorneys, CPAs, and estate planners
- Prepare financial projections and retirement scenarios using advanced planning software
- Present quarterly portfolio reviews and adjust strategies based on market shifts
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in wealth management or financial advisory
- Proven track record of exceeding sales targets ($1M+ annual revenue)
- Advanced knowledge of tax-advantaged investment strategies
- Strong presentation skills for executive-level client meetings
- Experience with CRM platforms (e.g., Salesforce, Redtail)