Job Description
Join Boston's premier wealth management firm as a Senior Financial Advisor! We're seeking dynamic professionals to build client portfolios in one of America's most vibrant financial hubs. Enjoy unparalleled mentorship, cutting-edge technology, and a culture that rewards growth.
Why Wealth Management Partners?
- Industry-leading commission structure
- Exclusive high-net-worth client access
- CE-covered professional development
- Hybrid work flexibility
- Comprehensive benefits package
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews
- Analyze market trends to optimize investment strategies
- Collaborate with tax and estate planning specialists
- Meet annual revenue and client acquisition targets
- Stay current with SEC/FINRA regulations
- Participate in community networking events
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses required
- 3+ years experience in financial advisory or wealth management
- Proven track record of client portfolio growth
- Strong analytical and presentation skills
- CFA or CFP designation preferred
- Exceptional communication and negotiation abilities
- Boston area residency preferred