Financial Advisor

Curran Recruiting; Danvers (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Curran Recruiting is seeking an early-to-mid career wealth management professional to build a long-term career in financial advising. You will learn from an experienced Lead Advisor and the Diamond Team, gaining hands-on exposure to the full wealth management process.

The role emphasizes curiosity, collaboration, and a willingness to learn the business from A to Z, with the opportunity to grow within a team-first environment.

Qualifications

• 2+ years of financial advisory or wealth management experience.
• Curious, career-oriented and eager to learn the wealth management business.
• Strong communication and interpersonal skills.
• Team-first, collaborative mindset with an all-hands-on-deck attitude.
• Ability to build trusted client relationships.
• Willingness to engage in business development activities.
• Detail-oriented with good organizational skills.

Responsibilities

• Assist Lead Advisor with client meetings and materials.
• Develop understanding of the financial planning and wealth management process.
• Prepare financial plans, client presentations, investment reviews, and meeting materials.
• Participate in client meetings and gradually take on increased client-facing responsibilities.
• Build and maintain strong, trusted client relationships.
• Collaborate with Retirement team to serve retirement plan participants and identify opportunities.
• Support retirement plans alongside the retirement consulting team.
• Assist with prospect meetings, educational events, referrals, and other business development initiatives.
• Help clients with comprehensive financial planning, investment management, retirement planning, and long-term goals.
• Maintain accurate client and prospect information within the CRM.

Skills

Wealth management

Client relations

Financial planning

Communication

Team collaboration

Job description

Are you an early-to-mid career wealth management professional looking for an opportunity to build a long-term career in financial advising while learning directly from an experienced, high-performing advisory team?

This is a unique opportunity to work closely alongside the team's Lead Advisor and "Diamond Team," gaining hands‑on exposure to the full wealth management business. The ideal candidate is curious, career-oriented, collaborative, and eager to learn the business from A to Z.

What You'll Do

• Work alongside an experienced Lead Advisor and support the preparation and execution of client meetings
• Develop a deep understanding of the financial planning and wealth management process
• Prepare financial plans, client presentations, investment reviews, and meeting materials
• Participate in client meetings and gradually take on increased client-facing responsibilities
• Build and maintain strong, trusted client relationships
• Collaborate closely with the Retirement team to serve retirement plan participants and identify wealth management opportunities
• Work assigned retirement plans in tandem with the retirement consulting team
• Assist with prospect meetings, educational events, referrals, and other business development initiatives
• Help clients with comprehensive financial planning, investment management, retirement planning, and long‑term financial goals
• Maintain accurate client and prospect information within the CRM

What They're Looking For

• 2+ years of financial advisory or wealth management experience
• A genuine interest in building a long-term career in wealth management
• Naturally curious and eager to learn
• Highly coachable and excited to learn from experienced advisors
• Thrives in a team-first, collaborative environment
• Willing to jump in wherever needed and embraces an "all hands on deck" mentality
• Strong communication and interpersonal skills
• Solid understanding of financial planning and investment principles
• Demonstrated success working with clients
• Comfortable collaborating with retirement plan professionals and internal teams
• Strong organizational skills and attention to detail