Elite Wealth Advisor for High-Net-Worth Clients

Longtide Financial Partners; Braintree (MA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Bonus and benefits package

Job summary

Longtide Financial Partners, an 8-person wealth management firm based in Braintree, MA, is seeking an experienced Financial Advisor to join our team. You will serve as a trusted advisor to existing high-net-worth clients and lead portfolio reviews to deliver tailored investment guidance.

We offer a competitive salary, bonus and benefits package, with a focus on building meaningful, long-term relationships in a collaborative setting.

Qualifications

• Several years of experience in wealth management or financial planning.
• Strong investment and financial planning knowledge.
• Excellent communication and relationship-management skills.
• Series 65 or 66 license preferred.

Responsibilities

• Serve as a trusted advisor to existing high-net-worth clients
• Develop and maintain long-term client relationships
• Provide financial planning and investment advice
• Lead client meetings and portfolio reviews
• Collaborate with our investment and client service teams
• Coordinate with clients' CPAs, attorneys, and other professional advisors
• Contribute to the continued growth of the firm

Skills

Wealth management experience

Financial planning knowledge

Communication skills

Relationship management

Professionalism

Education

Series 65 or 66 license preferred

Job description

Longtide Financial Partners, an 8-person wealth management firm based in Braintree, MA, is seeking an experienced Financial Advisor to join our team. You will serve as a trusted advisor to existing high-net-worth clients and lead portfolio reviews to deliver tailored investment guidance.

We offer a competitive salary, bonus and benefits package, with a focus on building meaningful, long-term relationships in a collaborative setting.