Senior Branch Wealth Advisor - Personal Financial Planner

Empower; Boston (MA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A financial services company in Boston is seeking a Senior Branch Advisor who will provide personalized financial guidance to clients. This role involves meeting clients in person, offering solutions for their financial needs including retirement planning and investment advice. Candidates require a Bachelor’s degree and at least 5 years of experience in financial planning or wealth management, along with necessary FINRA registrations. The position is full-time in customer service and finance, offering a competitive salary and annual bonus.

Qualifications

• 5+ years of experience in financial planning, investment advising, or wealth management.
• FINRA Series 7, 63, 65 (or 66) registrations required.
• Confidence in working with high-net-worth individuals.

Responsibilities

• Meet clients to provide personalized financial advice.
• Offer solutions for retirement income and education savings.
• Collaborate with plan sponsors and internal advisors.

Skills

Financial planning

Investment advising

Communication skills

Problem-solving

Relationship management

Education

Bachelor's degree or equivalent experience

Tools

Salesforce CRM

Job description

A financial services company in Boston is seeking a Senior Branch Advisor who will provide personalized financial guidance to clients. This role involves meeting clients in person, offering solutions for their financial needs including retirement planning and investment advice. Candidates require a Bachelor’s degree and at least 5 years of experience in financial planning or wealth management, along with necessary FINRA registrations. The position is full-time in customer service and finance, offering a competitive salary and annual bonus.