Job Description
Urgently Seeking Top Financial Talent in Boston! Join our award-winning team at WealthWave Financial Partners and transform lives through personalized financial planning. We're expanding our Boston office to meet unprecedented client demand in wealth management, retirement planning, and investment strategy. Enjoy uncapped commission potential, industry-leading training, and a culture where your success drives our growth.
Why Join Us?
- Comprehensive benefits package including health, dental, and 401(k) matching
- Access to proprietary client acquisition systems
- Continuous professional development certifications
- Hybrid work model with downtown Boston office presence
- Performance-based bonuses and profit-sharing opportunities
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients in the Greater Boston area
- Analyze market trends and construct diversified investment portfolios
- Build and maintain long-term client relationships through proactive communication
- Conduct retirement planning sessions and estate strategy consultations
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with legal and tax professionals for integrated solutions
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and 66/65/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client acquisition track record
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and presentation abilities
- CFA or CFP designation highly desirable
- Experience working with HNW clients ($500k+ AUM)
- Boston metro area market knowledge essential