Job Description
Join our elite financial advisory team in Boston and transform lives through strategic wealth management. We're urgently seeking a dynamic Senior Financial Advisor to serve high-net-worth individuals and families in the Greater Boston area. This is your opportunity to build a thriving practice while making a meaningful impact on clients' financial futures.
Our firm offers an exceptional platform with cutting-edge technology, comprehensive training, and a collaborative culture. You'll receive competitive compensation, uncapped earning potential, and a clear path to partnership. We provide full relocation assistance for qualified candidates outside the Boston metro area.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and maintain deep client relationships through personalized advisory services
- Drive business development through targeted networking and strategic marketing initiatives
- Stay current with financial regulations and industry best practices
- Mentor junior advisors and contribute to team growth strategies
- Utilize CRM systems to track client portfolios and opportunities
- Present complex financial concepts clearly to diverse client audiences
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- 5+ years of financial advisory experience with proven client acquisition track record
- Series 7, 66, and state securities licenses (or ability to obtain immediately)
- Demonstrated success in managing $50M+ in client assets
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to regulatory compliance
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Deep understanding of Boston's affluent market dynamics