Senior Advisor

Boutique Recruiting; Cranston (RI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance contribution

401(k) plan with company match

PTO (2–3 weeks)

Firm-generated leads

Paraplanner support

Outsourced investment management

Paid workshops

Job summary

Boutique Recruiting is seeking an experienced Senior Advisor to join a client’s retirement planning team in Warwick/Cranston, RI. This client-facing role leads meetings, presents retirement strategies, and guides decisions on income, investments, taxes, Medicare and estate planning.

Backed by firm-generated lead flow, paid seminars, marketing support, a dedicated paraplanner, and outsourced investment management, you’ll focus on building trust, delivering solutions, and converting opportunities

Qualifications

• Approximately 4-5 years of financial services or retirement planning experience, including client communications and relationships.
• Ability to independently lead client meetings and explain recommendations.
• Comfort presenting to groups and developing into a strong seminar presenter.

Responsibilities

• Lead client-facing retirement planning meetings independently, build trust, explain recommendations, and guide prospective clients through decisions.
• Present comprehensive retirement strategies covering income planning, investments, taxes, Medicare and estate planning.
• Serve as a presenter at live educational workshops and seminars using firm materials and processes.
• Follow up with seminar attendees and prospects via phone and email.
• Maintain CRM activity and manage follow-up tasks to keep opportunities moving forward.
• Collaborate with paraplanner and support team to focus on client relationships and business development.
• Own client service and production goals within the growing office.

Skills

Lead client meetings

Retirement planning

CRM management

Group presentations

Coaching & training

Tools

CRM software

Job description

Position Title: Senior Advisor

We are seeking an experienced Senior Advisor to serve as a client-facing retirement planning advisor and help establish a growing financial services firm’s presence in the Warwick/Cranston, Rhode Island area. This role will independently lead client meetings, present comprehensive retirement strategies, conduct educational seminars and workshops, follow up with firm-generated prospects, and guide clients through decisions involving income, investments, taxes, Medicare, and estate planning.

Unlike traditional advisor roles that require constant prospecting, this position is backed by significant firm-generated lead flow, paid seminars, marketing support, a dedicated paraplanner, and outsourced investment management. The advisor can focus their energy where it matters most: building trust, presenting solutions, and converting opportunities into lasting client relationships.

The ideal candidate is an experienced, highly organized, and persuasive financial professional who can confidently own client relationships, command a meeting, and thrive in a fast-moving environment. They must be comfortable speaking in front of groups, disciplined about follow-through, and eager to learn an established retirement planning process.

Salary Range: $85,000 - $120,000 / Year DOE

Responsibilities

• Lead client-facing retirement planning meetings independently, build trust, explain recommendations, and guide prospective clients through the decision-making process
• Present comprehensive retirement strategies covering income planning, investments, taxes, Medicare and estate planning
• Serve as a presenter at live educational workshops and seminars, using firm-provided presentations, materials and processes
• Follow up consistently with seminar attendees, prospective clients, and registered guests through phone and email communication
• Maintain accurate CRM activity, manage follow-up tasks, and ensure prospective client opportunities remain organized and moving forward
• Partner closely with a dedicated paraplanner and broader support team, allowing you to remain focused on client relationships, presentations and business development
• Take ownership of client service and production goals while serving as a trusted, accountable presence within the growing office

Requirements

• Approximately 4-5 years of financial services or retirement planning experience, including at least 2 years independently managing client communications and relationships
• Active Series 65 or Series 66 license
• Proven ability to independently lead client meetings, explain financial recommendations, and confidently guide conversations toward a decision
• Strong understanding of retirement planning beyond individual insurance or investment products
• Comfortable speaking to groups and willing to develop into a strong seminar presenter through coaching and practice
• Articulate, dynamic and persuasive communication style, with the ability to quickly establish credibility and trust
• Highly organized, responsive and disciplined with CRM management, prospect follow-up and competing priorities
• Ability to work 100% onsite in the Warwick/Cranston, Rhode Island area and travel locally to assigned seminar locations
• Coachable, accountable, and willing to learn and consistently execute an established planning and presentation process
• Experience with MassMutual, New York Life, an RIA, or a similar financial planning environment is a plus

Benefits

• Medical insurance contribution
• 401(k) plan with a company match
• Approximately 2-3 weeks of PTO, based on experience
• Firm-generated leads and significant company-funded marketing support
• Dedicated paraplanner and administrative support
• Outsourced investment management support, allowing advisors to remain focused on clients
• Paid workshops and seminars with established presentation materials and processes