Job Description
Join WealthBridge Partners, a premier wealth management firm in Boston's Financial District, as we expand our advisory team. We're seeking a dynamic Senior Financial Advisor to build client relationships while delivering comprehensive financial solutions. Enjoy competitive compensation, comprehensive benefits, and a culture of continuous growth in one of America's most vibrant financial hubs.
Responsibilities
- Develop personalized financial plans covering investments, retirement, estate planning, and risk management
- Cultivate and maintain high-net-worth client relationships through trust-based consultative approaches
- Analyze market trends and economic indicators to inform strategic portfolio recommendations
- Collaborate with internal teams (tax, legal, insurance) to deliver integrated wealth solutions
- Drive business development through networking, referrals, and community engagement
- Maintain FINRA Series 7/66 or equivalent credentials and ongoing compliance education
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with high-net-worth clientele
- FINRA Series 7 & 66 licenses (or equivalent state registrations)
- Proven track record in portfolio management and financial planning
- Exceptional communication, presentation, and negotiation skills
- Strong analytical abilities with proficiency in financial planning software
- Entrepreneurial mindset with demonstrated business development success