Job Description
Join Boston's Premier Wealth Management Team Immediately!
Wealth Legacy Partners is urgently seeking a dynamic Financial Advisor to join our elite team in Boston's Financial District. This is a rare opportunity to build your practice with full institutional support in one of America's wealthiest markets. Benefit from our proven client acquisition systems, cutting-edge technology platform, and industry-leading training programs.
Why Apply Today?
• Immediate start with guaranteed pipeline
• Comprehensive benefits including 401(k) match
• Relocation assistance for top candidates
• Uncapped commission structure with quarterly bonuses
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios ($1M+ AUM)
- Drive new client acquisition through our proprietary referral network
- Conduct regular portfolio reviews and tax-loss harvesting strategies
- Collaborate with internal team of CPAs and attorneys
- Maintain FINRA Series 7/66 certifications
- Utilize CRM system for client relationship management
Qualifications
- Minimum 3 years financial advisory experience
- FINRA Series 7 & 66 certifications required
- CFP or CFA designation preferred
- Proven track record of $500K+ annual production
- Strong Boston professional network
- Exceptional presentation and negotiation skills
- Ability to work in fast-paced, commission-driven environment