Financial Advisor: Wealth Planning & Growth

Wealth Enhancement Group; Boston (MA); Vor Ort; USD 140.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health and dental coverage

401k with match

Paid time off

Holiday pay

Tuition reimbursement

Flexible Spending Accounts

Parental leave

Zusammenfassung

Wealth Enhancement Group in Boston, MA seeks a Financial Advisor to join an advisory team focused on delivering wealth planning and investment management. You will manage client relationships, support senior advisors, and drive referrals to grow the practice.

The role requires a 4-year degree, advanced designation (CFP/CPA/MBA), and Series 7/66 with insurance licenses. Expect a competitive base salary with potential for bonus and comprehensive benefits.

Qualifikationen

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) licenses are required.
• Insurance licenses are required; 4+ years in wealth management preferred.

Aufgaben

• Manage client relationships and support senior advisors with complex cases.
• Assist in the financial planning process and gather client data.
• Identify prospects and convert them into clients; drive referrals.
• Prepare and conduct annual reviews covering planning and investment topics.
• Source, qualify and close prospective clients; follow up with existing clients.
• Assist during client meetings, take notes, and enter data into CRM.

Kenntnisse

Client relationships

Financial planning

Communication

Prospecting

Ausbildung

4-year degree

CFP/CPA/MBA

Series 7/66

Insurance licenses

Jobbeschreibung

Wealth Enhancement Group in Boston, MA seeks a Financial Advisor to join an advisory team focused on delivering wealth planning and investment management. You will manage client relationships, support senior advisors, and drive referrals to grow the practice.

The role requires a 4-year degree, advanced designation (CFP/CPA/MBA), and Series 7/66 with insurance licenses. Expect a competitive base salary with potential for bonus and comprehensive benefits.