Financial Advisor

Kennison & Associates; Boston (MA); Hybrid; USD 180,000 - 200,000; Full time

Job summary

Kennison & Associates in Boston, MA seeks an experienced financial advisor to combine client relationships with sustainable investing, guiding planning, asset allocation, and portfolio construction for high-net-worth individuals, families, foundations, and nonprofits.

This hybrid role offers visibility, autonomy, and direct access to senior investment professionals, with a salary range of $180K-$200K plus bonus and comprehensive benefits.

Qualifications

• 10+ years in financial services with advisory experience.
• 5+ years advising clients.
• Interest in sustainable investing; CFP preferred.

Responsibilities

• Manage client relationships across high-net-worth individuals, families, foundations, and nonprofits.
• Provide guidance on financial planning, asset allocation, portfolio construction.
• Offer sustainable investment strategies and collaborate with senior investment professionals.

Skills

Client relationship management

Financial planning

Asset allocation

Portfolio construction

Sustainable investing

Education

CFP certification

Job description

Looking to combine your financial advisor expertise with a passion for sustainable investing? This is an exciting opportunity to join a highly respected boutique investment firm where sustainable investment strategies are at the heart of the business.

You'll manage sophisticated client relationships across high-net-worth individuals, families, foundations, and nonprofits, providing guidance on financial planning, asset allocation, portfolio construction, and sustainable investment strategies. This is a highly visible role offering meaningful client relationships, autonomy, and direct access to senior investment professionals.

The ideal candidate has 10+ years of financial services experience, including 5+ years advising clients, along with a genuine interest in sustainable investing. CFP® certification is preferred.

This hybrid role is located just north of Boston and is offering a salary range of $180K-$200K + bonus potential + comprehensive benefits.

An exceptional opportunity for an experienced advisor ready to make an impact at a firm where investing with purpose is the foundation of the business.

Job Code: 18906

*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!