Financial Advisor – Wealth Management

Financial Advisor

Location: Metro Boston, MA
Work Schedule: Hybrid, four days per week in office
Compensation: $100,000-$135,000 base salary + bonus, based on experience

Position Overview

A growing independent Registered Investment Advisor (RIA) in the Metro Boston area is seeking an experienced Financial Advisor to join its wealth management team. This is a long-term career opportunity with direct exposure to sophisticated high-net-worth individuals and families.

The Financial Advisor will work closely with senior advisors and other wealth management professionals across financial planning, investment management, client relationship management, and business development. The position offers the opportunity to take on meaningful client responsibility while continuing to develop within a growing advisory firm.

Responsibilities

• Perform in-depth analysis of financial planning strategies and identify opportunities based on individual client goals.
• Work directly with clients through meetings, presentations, and ongoing relationship management.
• Develop and support comprehensive financial planning strategies, including estate and tax planning.
• Assist with identifying new business opportunities and supporting the client acquisition and closing process.
• Develop a strong understanding of portfolio construction, investment management, and risk management.
• Partner with senior advisors and other team members in servicing high-net-worth individuals and families.
• Participate in projects and initiatives designed to improve internal processes and client service.
• Maintain accurate and up-to-date client information and activity in Salesforce.

Qualifications

• Bachelor’s degree in business, finance, or a related field, or equivalent relevant experience.
• Minimum of 4+ years of financial planning or wealth management experience.
• CFP® designation required.
• Experience with estate and tax planning.
• Experience serving high-net-worth clients.
• Strong understanding of financial planning, investments, and portfolio management.
• Experience with financial planning and wealth management technology, including Salesforce, Orion, eMoney, and Holistiplan, preferred.
• Strong client-facing and relationship management skills.
• Ability to clearly explain complex financial concepts to clients.
• Strong communication skills and comfort navigating difficult or sensitive client conversations.
• Ability to work collaboratively as part of an established advisory team.

Interested in Learning More?

Interested in learning more about this opportunity or other opportunities in the market? Please feel free to confidentially apply today.