Financial Advisor
- Braintree, MA, United States
$100,000 to $150,000 USD / year
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Job details
- Pay
- $100,000 to $150,000 USD / year
- Apply by
- Posting language
- English
- Posted
Original job description
Our client, a wealth and planning firm in Greater Boston is hiring a Financial Advisor to work with existing clients. This is NOT an outside business development role and is salaried advisor role.
Responsibilities
- Serve as a trusted advisor to existing high-net-worth clients
- Develop and maintain long-term client relationships
- Provide financial planning and investment advice
- Lead client meetings and portfolio reviews
- Collaborate with our investment and client service teams
- Coordinate with clients' CPAs, attorneys, and other professional advisors
- Contribute to the continued growth of the firm
Qualifications
- Several years of experience in wealth management or financial planning
- Strong investment and financial planning knowledge
- Excellent communication and relationship-management skills
- High level of professionalism, integrity, and attention to detail
- CFP® designation preferred
- Series 65 or 66 license preferred
$100k to $150k
3 days in office
More about this job
Skills
- Financial planning
- Communication skills
- Attention to detail