Job Description
Join Boston Financial Group's elite advisory team and transform your career in wealth management. We're seeking a dynamic Remote Financial Advisor to deliver personalized financial strategies to high-net-worth clients across Massachusetts. Enjoy a hybrid work model with full remote flexibility while leveraging our cutting-edge digital platform and exclusive industry resources. Our award-winning culture combines competitive compensation with continuous professional development, making us a top choice for financial professionals seeking growth and work-life balance.
Why Choose Boston Financial Group?
- Industry-leading commission structure with uncapped earning potential
- Comprehensive benefits package including health, dental, and retirement plans
- Exclusive access to proprietary investment research tools
- Continuous CE credits and advanced certifications support
- Hybrid work model with 100% remote flexibility
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain long-term client relationships through proactive communication and portfolio reviewsEnsure compliance with FINRA regulations and SEC guidelines for all client interactions
- Leverage digital platforms to deliver virtual consultations and portfolio management
- Collaborate with internal teams to optimize client outcomes and cross-sell services
- Stay current on market trends and regulatory changes affecting client portfolios
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Minimum 3 years of financial advisory experience with high-net-worth clients
- Active Series 7 and 66/65 securities licenses
- Proven track record of meeting sales targets and client retention goals
- Exceptional communication skills with ability to explain complex concepts
- Strong proficiency in financial planning software and CRM systems
- Ability to work independently while maintaining collaborative team spirit