Fiduciary Financial Advisor (Series 65) - Wealth Planning

BOSTON WEALTH MANAGEMENT LTD; Wayland (MA); On-site; USD 85,000 - 140,000; Full time

Job summary

Boston Wealth Management LLC (BWM) is seeking a knowledgeable Financial Advisor with an active Series 65 license to provide investment advisory services and educate clients on financial strategies. The role emphasizes fiduciary standards, strong analytics, and effective client communication to help clients pursue long-term financial well-being.

The ideal candidate will have 2–5 years of advisory experience, a bachelor's degree in finance/economics or related field, and proficiency with CRM

Qualifications

• Active Series 65 license or equivalent RIAs credential.
• Bachelor's degree in Finance, Business, Economics or related field.
• 2–5 years of experience in financial advisory or wealth management.

Responsibilities

• Serve as fiduciary advisor, assess clients' goals, risk tolerance, and time horizons.
• Develop personalized investment and financial strategies including retirement planning and asset allocation.
• Maintain client relationships with proactive communication and periodic reviews.

Skills

Series 65 license

Fiduciary standards

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Microsoft Office

Financial planning tools

Job description

Boston Wealth Management LLC (BWM) is seeking a knowledgeable Financial Advisor with an active Series 65 license to provide investment advisory services and educate clients on financial strategies. The role emphasizes fiduciary standards, strong analytics, and effective client communication to help clients pursue long-term financial well-being.

The ideal candidate will have 2–5 years of advisory experience, a bachelor's degree in finance/economics or related field, and proficiency with CRM