Senior Financial Advisor — Remote/Hybrid, Grow a $35M Book

KBW Financial Staffing & Recruiting; Boston (MA); Hybrid; USD 120,000 - 250,000; Full time

Benefits offered by this job

Hybrid or Remote

Job summary

KBW Financial Staffing & Recruiting in Boston, MA, seeks an experienced financial professional to develop and implement client-centered planning solutions. Responsibilities include researching investment products, updating client databases, and delivering comprehensive portfolio reviews for meetings with clients.

The role emphasizes managing money to align with client risk tolerance, income, expenses, and assets, while maintaining regulatory compliance.

Qualifications

• 7+ years of relevant experience in Financial Services.
• Portable book of business of at least $35M.
• Licenses: FINRA SIE, Series 7 and 66 (63/65).
• Bachelor's Degree or higher in Business, Finance, or a related field.

Responsibilities

• Develop and implement financial planning solutions for clients and perform complex research and financial analysis.
• Build and update client databases and financial plans.
• Research investment products and market trends to inform client portfolios.
• Utilize MoneyGuidePro for analyzing and drafting financial plans based on client needs.
• Provide strategic advice and manage investments to reflect client risk tolerance and goals.
• Prepare detailed portfolio reviews and client delivery presentations.

Skills

FINRA SIE

Series 7 & 66

Book of business

Education

Bachelor's Degree in Business/Finance

Job description

KBW Financial Staffing & Recruiting in Boston, MA, seeks an experienced financial professional to develop and implement client-centered planning solutions. Responsibilities include researching investment products, updating client databases, and delivering comprehensive portfolio reviews for meetings with clients.

The role emphasizes managing money to align with client risk tolerance, income, expenses, and assets, while maintaining regulatory compliance.