Senior Wealth Advisor

Kennison & Associates; Boston (MA); On-site; USD 300,000 - 1,000,000; Full time

Job summary

Kennison & Associates is seeking a Wealth Advisor with an established book of business to join a globally respected wealth management firm. Enjoy a highly competitive transition package with upfront payments, enhanced advisor payouts and back-end bonuses based on AUM and T12 revenue, while maintaining ownership of your client relationships.

The ideal candidate has FINRA Series 7 and Series 66 (or Series 63 & 65), a proven track record with high-net-worth clients, and availability in Boston or

Qualifications

• Established, portable book of business.
• FINRA Series 7 and Series 66 licenses (or Series 63 & 65).
• Proven track record with high-net-worth clients.

Responsibilities

• Manage and grow relationships with high-net-worth clients.
• Provide exceptional service on an ownership-based platform.
• Collaborate with planning and investment specialists to deliver solutions.

Skills

Established book

Series 7/66 licenses

High-net-worth clients

Job description

Ready to take your practice to the next level? If you're a successful Wealth Advisor with an established book of business, this is an outstanding opportunity to join a globally respected wealth management firm that invests in your success from day one.

Enjoy a highly competitive transition package featuring substantial upfront payments, higher advisor payouts, and lucrative back-end bonuses based on AUM and T12 revenue-all while maintaining ownership of your client relationships on a platform built to help you grow.

You'll have access to institutional-caliber research, an open-architecture investment platform, dedicated planning and investment specialists, and the resources of a premier global firm, allowing you to deliver exceptional service to high-net-worth individuals and families while expanding your practice.

The ideal candidate has an established, portable book of business, FINRA Series 7 and Series 66 (or Series 63 & 65) licenses, and a proven track record of building lasting client relationships.

The firm has opportunities in both their Boston and Portsmouth, NH offices. Expected total compensation ranges from $300,000 to $1,000,000+, depending on the size and portability of your book, with significant additional transition incentives and long-term performance rewards.

If you're looking for a firm that values entrepreneurial advisors, rewards your success, and provides the platform to accelerate your growth, we'd welcome the opportunity for a confidential conversation.

Job Code: 18835

*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!