Role details

This position is now filled

Financial Advisor

Boston   •  Permanent

Bullet points

  • Forerunner in holistic financial planning with a specialized support staff
  • Interested in molding the position to fit the value & interests of the candidate

About Our Client

A forerunner in the holistic financial planning space, my client has a unique structure that differentiates them in the market. My client has a specialized internal support staff who are experts in compliance, underwriting, and management, which has proven to be their advisors' greatest assets. As a lean team of tenured advisors, they are looking to significantly grow and develop the practice.

Job Description

The Financial Advisor responsibilities include but are not limited to:

  • Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position
  • Conducts due diligence into each customer/prospect's financial situation in order to recommend financial products to meet their needs
  • Uses expertise knowledge of the securities industry and markets, analyzes, and interprets customer/prospect's investment objectives
  • Provides customized and individualized advice suited to those objectives

The Successful Applicant

The ideal Financial Advisor candidate would have the following qualifications:

  • 8+ years of experience advising both new and existing HNW clients
  • Business Development track record with tangible examples of lead generation and successfully bringing in new clients
  • Certified Financial Planner (CFP) designation required
  • Strong knowledge of overall wealth management, investments, financial planning techniques, tax strategies, and estate planning solutions
  • A self-starter that thrives on the opportunity to work in a growing firm and can assist with developing systems, policies, and procedures

What's on Offer

Compensation structure varies depending on the individual