Financial Advisor - Wealth Management & Financial Services

Company Profile

Our client is an established and growing financial services firm offering a variety of solutions and services both at the executive and corporate level. They are third-generation operated and owned, allowing them to build lasting relationships with a client-centric focus. They are currently looking for an experienced Financial Advisor focus on new business development to further the organization's growth.

Job Description

• The Financial Advisor will be focused on bringing net new business into the organization with the ability to cross-sell across their entire portfolio of services: Retirement, Benefits, Life Insurance, Wealth Management and Investment Services.
• The Financial Advisor will oversee their book of business and be supported with lead generation services to help bring in new business
• The Financial Advisor must be comfortable working in a team-based environment as you will be working cross functionally within the organization, with the Principals, Department Heads and Client Services Team


• 5+ years of experience in Wealth Management
• Experience closing business face-to-face with clients
• Looking for an established financial advisor with $10m-$20m AUM
• Bachelor’s Degree Required, MBA Preferred

Licenses Required:
• Series 65
• Series 7
• Series 63
• Certified Financial Planner (CFP) - Preferred

Location: Candidate are flexible to work from home or the office based in the Greater Waltham, MA area; travel to meet with clients upwards of 50%

Job #3758

Total Comp. $140,000.00

More helpful info: