Job Description
Join Boston's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking dynamic professionals to build thriving practices in America's most vibrant financial hub. Enjoy competitive commissions, comprehensive benefits, and exclusive access to our proprietary investment platforms.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized wealth strategies
- Analyze market trends to optimize investment portfolios
- Drive new business development through networking and referrals
- Ensure strict compliance with FINRA and SEC regulations
- Mentor junior advisors and contribute to firm innovation
Qualifications
- Series 7 and 65/66 licenses required
- Minimum 5 years financial advisory experience
- CFPĀ® or CFA designation preferred
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field