Financial Advisor - Mentorship, Tech Focus, AUM
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-18
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial advisory firm in Boston is looking for a highly motivated Financial Advisor to join their team. The ideal candidate must have over 3 years of experience as a Financial Advisor and possess a portable book of at least 20M AUM. Responsibilities include monitoring client financial situations, developing financial planning solutions, and conducting detailed portfolio reviews. Series 7 and 66 or 63/65 certifications are required.
This firm supports Advisors with top-market technology to optimize client outcomes.
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