Job Description
Are you a driven professional looking to make a significant impact in wealth management? Summit Financial Group is currently seeking a dedicated Financial Advisor to join our dynamic team in Boston, MA.
At Summit Financial Group, we believe in building lasting relationships and providing holistic financial solutions. As a Financial Advisor, you will have the opportunity to guide clients through complex financial landscapes, helping them achieve their dreams of financial freedom and security.
Why Join Us?
- Competitive base salary plus performance-based bonuses.
- Access to top-tier investment platforms and training resources.
- A collaborative and supportive office culture in the Financial District.
Responsibilities
- Conduct comprehensive financial needs analyses and risk assessments for new and existing clients.
- Develop, present, and implement personalized financial plans tailored to meet client goals.
- Manage and monitor investment portfolios, ensuring alignment with market conditions and client objectives.
- Build and maintain strong, long-term relationships with clients through regular meetings and communication.
- Stay abreast of regulatory changes and industry trends to provide the most current advice.
- Collaborate with internal teams to provide seamless service delivery across all wealth management services.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s preferred).
- Series 7 and Series 66 (or 65) licenses required; willingness to obtain within 3 months.
- Minimum of 2-3 years of experience in financial services, wealth management, or brokerage.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills with a client-centric approach.
- Self-motivated with a proven track record of meeting sales and targets.