Hybrid Financial Advisor for High-Net-Worth Clients

KBW Financial Staffing & Recruiting; Boston (MA); Hybrid; USD 140,000 - 160,000; Full time

Job summary

KBW Financial Staffing & Recruiting is seeking a Financial Advisor in Boston, MA (Hybrid) to develop long-term relationships with high-net-worth individuals and affluent families. You will provide comprehensive wealth management advice across investments, retirement, estate planning, and risk management.

The role emphasizes leadership in client discovery, new business generation, and pipeline development, with opportunities to work with senior advisors on complex planning and manage larger

Qualifications

• 5+ years of financial advisory or wealth management experience.
• Demonstrated track record of business development and new client acquisition.
• Experience working with high-net-worth individuals, business owners, or affluent families.

Responsibilities

• Develop and manage long-term relationships with high-net-worth individuals, business owners, and affluent families.
• Provide comprehensive financial planning and wealth management advice, including investment strategies, retirement planning, estate planning, and risk management.
• Lead client discovery meetings to understand financial goals and identify planning opportunities.
• Generate new business through networking, referrals, prospecting, and professional relationships.
• Expand existing client relationships while building a pipeline of prospective clients.
• Partner with senior advisors and internal team members on complex financial planning and estate planning needs.
• Work toward independently managing client relationships and larger, more complex engagements.
• Contribute to the continued growth of the firm while maintaining exceptional client service.

Skills

Business development

Client relationship management

Wealth management

Job description

KBW Financial Staffing & Recruiting is seeking a Financial Advisor in Boston, MA (Hybrid) to develop long-term relationships with high-net-worth individuals and affluent families. You will provide comprehensive wealth management advice across investments, retirement, estate planning, and risk management.

The role emphasizes leadership in client discovery, new business generation, and pipeline development, with opportunities to work with senior advisors on complex planning and manage larger