Job Description
Join WealthBridge Partners, a premier financial advisory firm in Boston, as a Senior Financial Advisor. We're seeking dynamic professionals to deliver exceptional wealth management solutions to high-net-worth clients. Enjoy our remote-friendly hybrid model with office access in Boston's financial district. Our team-first culture combines cutting-edge technology with personalized client relationships to drive exceptional outcomes.
Responsibilities
- Develop comprehensive financial plans integrating investments, tax strategies, retirement planning, and estate solutions
- Cultivate and maintain relationships with high-net-worth individuals and families
- Analyze market trends and economic data to optimize client portfolios
- Collaborate with internal teams on compliance, operations, and product innovation
- Mentor junior advisors while maintaining personal production targets
Qualifications
- Series 7 and Series 66/65 licenses required (or CFP designation)
- Minimum 5 years experience in financial advisory with $50M+ AUM
- Proven track record in client acquisition and retention
- Strong analytical skills with proficiency in portfolio management software
- Bachelor's degree in Finance, Economics, or related field