Financial Advisor: Grow Relationships & Lead Client Strategy

CCR Wealth Management; Lynn (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

CCR Wealth Management in Massachusetts is looking for an ambitious Financial Advisor to join our team and grow long-term client relationships. You will work with senior advisors to support and manage a diverse book of clients, delivering tailored financial guidance and investment strategies.

Ideal candidates have 5–10 years of wealth management experience, a Bachelor's degree, and licenses (Series 7 and 63 or 65/66).

Qualifications

• 5-10 years of wealth management and/or financial planning experience.
• Bachelor’s degree from a nationally recognized institution.
• Series 7 and 63 (or 65 and 66) licenses required.
• Life/Health/Variable Annuity licenses preferred.
• CFP designation strongly preferred or the ability to obtain it within a designated timeframe.
• Clean U-4 record

Responsibilities

• Work closely with senior advisors to support and manage client relationships.
• Cultivate relationships with prospective clients and leverage referral networks to drive growth.
• Develop a pipeline of new business through networking, prospecting, and centers of influence.
• Provide exceptional service and financial guidance, ensuring clients receive personalized strategies.
• Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning.
• Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs.

Skills

Interpersonal skills

Team collaboration

Client relationship building

Financial guidance

Presentation skills

Education

Bachelor’s degree

Job description

CCR Wealth Management in Massachusetts is looking for an ambitious Financial Advisor to join our team and grow long-term client relationships. You will work with senior advisors to support and manage a diverse book of clients, delivering tailored financial guidance and investment strategies.

Ideal candidates have 5–10 years of wealth management experience, a Bachelor's degree, and licenses (Series 7 and 63 or 65/66).