Financial Advisor | Retirement Planning

Dagher Wealth Management | Greator Boston | On-Site

Dagher Wealth Management is hiring a Financial Advisor to join its growing retirement planning practice in Walpole, MA.

Dagher Wealth Management has already built a strong demand engine through TV, radio, seminars, workshops, digital marketing, retirement education, and published thought leadership. The opportunity is to step into a firm-generated activity model, meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into long-term client relationships.

This advisor will work directly with the founders and serve as a key client-facing voice inside the practice. You will participate in seminars and workshops, meet with prospective and existing clients, support retirement income planning conversations, etc.

• Recent client-facing experience as a Financial Advisor, Retirement Advisor, Financial Planner, or similar role
• Proven ability to build trust, guide conversations, and help convert prospects into clients
• Series 65/66 or equivalent advisory registration
• Life insurance license, or ability to operate appropriately on the insurance side

• Retirement income planning experience
• Seminar or workshop experience
• Background advisory firm

If you are an advisor who wants stronger activity, direct founder access, and the ability to grow with an independent retirement planning firm, let's talk!