Retirement Planning Financial Advisor | On-Site Growth

Magellan Financial & Insurance Services, Inc.; Boston (MA); On-site; USD 75,000 - 120,000; Full time

Job summary

Dagher Wealth Management in Walpole, MA is seeking a Financial Advisor to join its growth-focused retirement planning practice on-site. You'll meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into lasting client relationships, working directly with the founders.

This role emphasizes hands-on client engagement, participating in seminars and workshops, and delivering thoughtful retirement income planning support to a growing base of clients.

Qualifications

• Recent client-facing experience as a Financial Advisor, Retirement Advisor, Financial Planner, or similar role.
• Proven ability to build trust, guide conversations, and help convert prospects into clients.
• Series 65/66 or equivalent advisory registration.
• Life insurance license, or ability to operate appropriately on the insurance side.

Responsibilities

• Meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into long-term client relationships.
• Work directly with the founders and serve as a key client-facing voice inside the practice.
• Participate in seminars and workshops, meet with prospective and existing clients, support retirement income planning conversations.

Skills

Client-facing

Trust-building

Education

Series 65/66 or equivalent advisory registration

Life insurance license

Job description

Dagher Wealth Management in Walpole, MA is seeking a Financial Advisor to join its growth-focused retirement planning practice on-site. You'll meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into lasting client relationships, working directly with the founders.

This role emphasizes hands-on client engagement, participating in seminars and workshops, and delivering thoughtful retirement income planning support to a growing base of clients.