Financial Advisor | Comprehensive Wealth Management Firm
A fastgrowing, valuesdriven wealth management firm is expanding its advisor team. The firm delivers comprehensive financial management to individual investors and offers a broad, sophisticated range of integrated strategies. With more than $1.8B in assets under management and ambitious growth goals, the team is seeking a Financial Advisor who is committed to exceptional client service and longterm relationship building. This is a local, inperson, inoffice position. Burlington, MA
About the Role
As a Financial Advisor, your primary focus is delivering an outstanding client experience retaining assigned clients and bringing new clients into the firm. You’ll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships.
Key Responsibilities
- Build, expand, and manage client relationships
- Assess client needs, goals, and financial objectives
- Prepare and present financial analyses and plans
- Act with professionalism, integrity, and a collaborative mindset
- Continuously expand your financial knowledge and best practices
- Attend client events hosted by the firm
- Prepare and process backoffice paperwork as needed
- Complete tasks and maintain records in the firm’s CRM (Salesforce)
- Explain account details, investment strategies, and performance to clients
Requirements
- Minimum 3 years of clientfacing advisor experience (or military equivalent)
- Securities licenses: SIE, Series 7, and Series 66
- State Life Insurance license (or ability to obtain within 90 days)
- Clean compliance record
- CRM experience (Salesforce preferred)
- Strong communication skills individual and smallgroup settings
- Hightouch customer service background
- Consultative sales experience
- Bachelor’s degree
- Desire to pursue a CFP designation
- Military experience a plus
What It Takes to Succeed
- A servantleader mindset always putting clients first
- Excellent written and verbal communication
- Professional presence, punctuality, and strong work ethic
- Relentless followup and commitment to client satisfaction
- Outstanding organization and timemanagement skills
- Ability to assess situations proactively and work independently
- Strong prioritization skills and poise under lastminute changes
Compensation & Benefits
Competitive base salary + bonuses, along with a comprehensive benefits package including 401(k), health insurance, and more.
