Financial Advisor

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 is an 8-person wealth management firm based in Braintree, MA, managing more than $1 billion in client assets. We take a highly personal, relationship-driven approach with our clients, and we're seeking an experienced Financial Advisor to join our team.

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 or 66 license preferred

Why Longtide

This is an opportunity to join an established, growing firm where you can build meaningful, long-term client relationships and play an important role in a collaborative 8-person team. The position offers an existing client base and a relationship-focused advisory role, rather than a primarily prospecting-driven position. We offer a competitive salary, bonus and benefits package.

Location

Braintree, MA

Assets

$1B+