Job Description
Join Boston's premier wealth management team as a Financial Advisor! We're seeking dynamic professionals to transform lives through strategic financial planning. Our award-winning firm offers industry-leading training, a collaborative culture, and uncapped earning potential. Work with high-net-worth clients in Boston's thriving financial district while building your dream career.
Why Choose Us?
• Top-tier industry certifications support
• Cutting-edge tech tools & resources
• Comprehensive benefits package
• Mentorship from industry veterans
• Flexible hybrid work arrangements
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized wealth management strategies
- Analyze market trends to optimize investment portfolios
- Ensure compliance with FINRA regulations and ethical standards
- Collaborate with cross-functional teams for holistic client solutions
- Drive business growth through strategic networking and referrals
- Stay current on financial products, tax laws, and market developments
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or client-facing sales
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- CFP or CFA designation preferred
- Strong analytical abilities and financial modeling expertise
- Professional demeanor with high emotional intelligence