Wealth Advisor: Flexible, Growth-Focused Client Strategy

Jobot

Lynn (MA)

On-site

USD 130,000 - 140,000

Full time

3 days ago

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Benefits offered by this job

Competitive compensation

Collaborative team environment

Career growth opportunities

Flexible work environment

Exposure to innovative projects

Transparent leadership

Job summary

Jobot in Lynn, MA is seeking an experienced Wealth Manager to join our client-focused advisory team. You will support and manage relationships, develop personalized financial strategies, and work with senior advisors to deliver holistic guidance on investments, retirement, estate, tax, and insurance.

Ideal candidates bring 5+ years in wealth management and hold required licenses; CFP preferred or willing to obtain.

Qualifications

Minimum 5 years of experience in wealth management or financial planning.
Proven ability to develop business and expand client networks.
Strong interpersonal and communication skills.
Bachelor's degree and required licenses (Series 7/63 or 65/66). CFP designation preferred or willingness to obtain.

Responsibilities

Support and manage client relationships with senior advisors.
Cultivate new business through networking, prospecting, and referrals.
Conduct client meetings and develop personalized financial strategies.
Stay current with market trends and proactively recommend solutions.
Deliver holistic guidance in investments, retirement, estate, tax, and insurance.