Wealth Management Advisor

Brophy Wealth Management, LLC; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health coverage

Disability insurance

Life insurance

401(k) Safe Harbor

Job summary

Brophy Wealth Management, LLC in Boston, MA seeks an experienced Wealth Manager to spend more time advising clients and less time chasing sales. You’ll join a firm with a 30+ year client-focus and a collaborative culture where relationships drive growth.

The role offers a base salary in the six figures with quarterly bonuses, comprehensive planning across investments, retirement, tax, estate, insurance, and cash flow, plus generous benefits and a supportive operations team to enable you to focus

Qualifications

• 2+ years advising high-net-worth clients.
• Passion for comprehensive financial planning.

Responsibilities

• Provide comprehensive financial planning across investments, retirement, tax, estate, insurance, and cash flow strategies.
• Build lifelong client relationships and collaborate with a team to serve clients.

Skills

Client relationship management

Financial planning

Education

CFP®, ChFC®, or MSFP preferred

Job description

For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking for an experienced Wealth Manager who wants to spend more time helping clients and less time chasing the next sale.

What Makes This Opportunity Different?

• An established client base from day one—no book of business required and no waiting behind a senior advisor for a book that feels like you’ll never inherit.
• A firm with a 30+ year focus looking to build relationships with multiple generations.
• No sales quotas or asset-gathering pressure. Success is measured by client outcomes and satisfaction.
• Comprehensive planning using investments, retirement, tax, estate, insurance, and cash flow strategies.
• Hybrid RIA/Broker-Dealer flexibility with robust planning tools and investment solutions.
• Dedicated operations and administrative support so you can focus on advising.
• Collaborative team culture where advisors work together rather than compete.
• Competitive salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.

You'll Thrive Here If You...

• Enjoy building lifelong client relationships.
• Believe financial planning should go beyond investments.
• Want to inherit meaningful client relationships instead of cold calling.
• Value collaboration, integrity, and continuous learning.

Qualifications

• CFP®, ChFC®, or MSFP preferred or a willingness to obtain
• Series 7 & 66 and insurance licenses
• 2+ years advising high-net-worth clients
• Passion for comprehensive financial planning

If you're looking for a career—not just another advisory position—you'll find an environment where your expertise is valued, your voice is heard, and your success is supported. Join a firm where relationships drive growth and advisors are empowered to do their best work every day.

Compensation & benefits

• Base salary of $90,000 - $120,000 based on experience and designations with quarterly bonus availability.
• 401(k) Safe Harbor with a 3% employer contribution after one year.
• 401(k) Profit Sharing contributions in addition to the Safe Harbor after one year.
• 100% employer-paid short- and long-term disability
• 100% employer-paid life insurance.
• Health coverage with 80% of the individual premium covered.
• FSA with $700 employer contribution, dental, generous PTO, and market holidays.

We believe wealth is about more than numbers — it's about clarity, confidence, and purpose, for our clients and for the people who serve them. If that resonates, we'd love to talk.