Financial Advisor

Lead Advisor; Boston (MA); On-site; USD 100,000 - 140,000; Full time

Job summary

Lead Advisor is seeking a Financial Advisor to work with existing clients in Greater Boston. This is a salaried advisor role, with three days in office.

The successful candidate will provide financial planning and investment advice, lead client meetings and portfolio reviews, and coordinate with CPAs, attorneys, and other advisors. Salary ranges from $100,000 to $140,000 depending on experience.

Qualifications

• Several years of wealth management or financial planning experience.
• Strong investment and financial planning knowledge.
• Excellent communication and relationship-management skills.
• High level of professionalism, integrity, and attention to detail.
• Series 65

Responsibilities

• Serve as 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

Investment knowledge

Communication

Professionalism

Series 65

Job description

Lead Advisor is a wealth management consulting and search firm. This role is for our client in Greater Boston.

Our client, a wealth and planning firm in Greater Boston is hiring a Financial Advisor to work with existing clients. This is NOT an outside business development role and is salaried advisor role.

The role is three days in office.

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

Qualifications

• Several years of experience in wealth management or financial planning


• Strong investment and financial planning knowledge


• Excellent communication and relationship-management skills


• High level of professionalism, integrity, and attention to detail


• Series 65

$100,000 to $140,000 depending on experience.