Wealth Management Servicing Advisor – Client & Ops Liaison

Claire Myers Consulting; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A well-established wealth management firm is seeking a motivated Servicing Financial Advisor in Boston. This role involves assisting in client meetings, building relationships, and ensuring compliance with financial regulations. The ideal candidate will have 3-5 years of experience in wealth management and relevant certifications. This position offers a competitive salary of $80-100K plus bonus, and provides opportunities for professional growth in a supportive team environment.

Qualifications

• 3-5+ years of experience in wealth management is required.
• Must obtain Series 7, Series 66/63 and State Life & Health within first 3 months.
• Understanding of financial products and planning concepts is essential.

Responsibilities

• Serve as secondary chair in client meetings for follow-up.
• Establish strong relationships with new and existing clients.
• Maintain accurate records of client interactions and investment decisions.
• Ensure compliance with financial regulations and company policies.

Skills

Interpersonal communication skills

Customer service mentality

Organizational skills

Problem-solving skills

Ability to build client relationships

Education

3-5+ years of experience in wealth management

Series 7, Series 66/63, State Life & Health

Job description

A well-established wealth management firm is seeking a motivated Servicing Financial Advisor in Boston. This role involves assisting in client meetings, building relationships, and ensuring compliance with financial regulations. The ideal candidate will have 3-5 years of experience in wealth management and relevant certifications. This position offers a competitive salary of $80-100K plus bonus, and provides opportunities for professional growth in a supportive team environment.