Wealth Planning Advisor - Client-First, No Quotas

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

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