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Financial Advisor
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
Job Description & How to Apply Below
A Privately owned Register Investment Advisor is seeking a highly motivated Financial Advisor to join their growing firm in Boston
This firm provides a great experience for the Advisor so you can focus on the needs of your clients with top-market technology. This firm recognizes that this is your practice and they support you in optimizing your practice for the optimum outcome for your clients.
Ideal Advisor will have a portable book of 20M AUM
The Associate/Financial Advisor and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor.
- Monitor clients financial situations
- Develop and maintain financial planning solutions
- Perform research on client databases and financial plans
- Create details portfolio reviews, security analysis and present at client meetings
3+ years of experience as an Financial Advisor
Series 7 and 66 or 63/65
Experience with Financial Planning Software
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