Financial Advisor (Series 65 Licensed)

BOSTON WEALTH MANAGEMENT LTD; Wayland (MA); On-site; USD 85,000 - 140,000; Full time

Job summary

Boston Wealth Management LLC (BWM) is seeking a knowledgeable Financial Advisor with an active Series 65 license to provide investment advisory services and educate clients on financial strategies. The role emphasizes fiduciary standards, strong analytics, and effective client communication to help clients pursue long-term financial well-being.

The ideal candidate will have 2–5 years of advisory experience, a bachelor's degree in finance/economics or related field, and proficiency with CRM

Qualifications

• Active Series 65 license or equivalent RIAs credential.
• Bachelor's degree in Finance, Business, Economics or related field.
• 2–5 years of experience in financial advisory or wealth management.

Responsibilities

• Serve as fiduciary advisor, assess clients' goals, risk tolerance, and time horizons.
• Develop personalized investment and financial strategies including retirement planning and asset allocation.
• Maintain client relationships with proactive communication and periodic reviews.

Skills

Series 65 license

Fiduciary standards

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Microsoft Office

Financial planning tools

Job description

Boston Wealth Management LLC (BWM) is a leading independent Wealth Planning Services Firm founded in 2005. We are seeking a knowledgeable and client-focused Financial Advisor who holds an active Series 65 license. In this role, you will provide investment advisory services, educate clients on financial strategies, and help them pursue long-term financial well-being. The ideal candidate combines strong analytical skills with effective communication skills and a commitment to fiduciary standards.

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Key Responsibilities

Client Advisory & Planning

• Serve as a fiduciary advisor to clients, offering guidance in alignment with the Series 65 regulatory requirements. Conduct comprehensive financial assessments to understand clients' goals, risk tolerance, and time horizons. Develop personalized investment and financial strategies, including retirement planning, asset allocation, and wealth-building approaches.
• Portfolio & Investment Management Recommend investment products and portfolio strategies consistent with clients? objectives and compliance guidelines. Monitor client portfolios and financial plans, making adjustments as market conditions or client needs evolve. Stay informed on market trends, economic conditions, and regulatory changes to ensure relevant, accurate guidance.
• Client Relationship Management Build strong, long-term relationships by providing exceptional service and proactive communication. Conduct periodic reviews with clients to evaluate progress and refine strategies. Respond to client inquiries.

Promptly And Professionally.

• Active Series 65 License (or equivalent Registered Investment Adviser Representative qualification).
• Bachelor's degree, preferably in Finance, Business, Economics, or a related field preferred.
• 2-5 years of experience in financial advisory, wealth management, or related financial services role.
• Solid understanding of investment products, asset allocation, and financial planning principles.
• Proficiency with financial planning tools, CRM software, and Microsoft Office.
• Preferred Skills CFP?, ChFC?, or other financial planning certifications.
• Experience working under a Registered Investment Adviser (RIA) framework.
• Strong analytical and problem solving abilities.
• Ability to work independently while contributing to a team environment.