Job Description
Join Boston's premier wealth management firm as we expand our elite advisory team. We're seeking driven Financial Advisors to build high-net-worth client portfolios in America's financial capital. Enjoy comprehensive training, cutting-edge tech tools, and a collaborative culture that prioritizes your professional growth.
Our advisors average 120% commission retention with top performers exceeding $250K annually. Work from our state-of-the-art Back Bay office while serving clients across Massachusetts and New England.
Responsibilities
- Develop personalized financial strategies for HNW clients (avg. portfolio $500K+)
- Build and maintain client relationships through proactive portfolio management
- Conduct comprehensive risk assessments and retirement planning
- Leverage CRM system to track client goals and performance metrics
- Collaborate with investment specialists for tax-optimized solutions
- Present quarterly portfolio reviews and market insights
- Drive new client acquisition through targeted networking
Qualifications
- Series 65, 66 or 7 and state securities licenses required
- 3+ years financial advisory experience with HNW clientele
- Proven track record of exceeding sales targets ($1M+ AUM)
- Advanced degree in Finance, Economics, or CFP preferred
- Exceptional presentation skills and financial acumen
- Proficiency in CRM platforms (Salesforce/Redtail)
- Strong network in Boston's business community
- Ability to work autonomously while collaborating with team