Job Description
Join Boston's premier wealth management firm as a Financial Advisor! We're urgently seeking driven professionals to transform clients' financial futures. Enjoy uncapped commission potential, comprehensive benefits, and elite training in our collaborative downtown office. Help individuals and families achieve wealth preservation, growth, and legacy planning while building your dream career.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain high-net-worth client relationships through proactive communication
- Conduct market research and present investment opportunities aligned with client goals
- Ensure compliance with FINRA regulations and firm policies
- Collaborate with internal teams for holistic wealth solutions
- Drive business development through networking and referral programs
- Track performance metrics and adapt strategies based on market trends
Qualifications
- Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Strong analytical skills with CFP or CFA designation preferred
- Exceptional communication and presentation abilities
- Track record of meeting/exceeding sales targets
- Deep understanding of Boston's economic landscape
- Proven ability to build trust with diverse client profiles
- Proficiency in financial planning software (e.g., MoneyGuidePro)