Job Description
Join Boston's premier wealth management firm as a Senior Financial Advisor. We're seeking dynamic professionals to transform clients' financial futures through strategic planning and investment expertise. At WealthBridge, you'll receive elite training, cutting-edge technology, and a collaborative culture that rewards innovation. Our advisors enjoy uncapped earning potential while making measurable impact in the community.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through personalized wealth management
- Analyze market trends to optimize investment portfolios
- Drive business development through networking and referrals
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors to cultivate team excellence
Qualifications
- 5+ years of financial advisory experience with FINRA Series 7 & 66 licenses
- Certified Financial Planner (CFP) designation required
- Proven track record in client acquisition and retention
- Strong analytical skills with portfolio management expertise
- Exceptional communication and presentation abilities
- Bachelor's degree in Finance, Economics, or related field