Financial Advisor
Listed on 2026-08-30
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Looking to combine your financial advisor expertise with a passion for sustainable investing? This is an exciting opportunity to join a highly respected boutique investment firm where sustainable investment strategies are at the heart of the business.
You'll manage sophisticated client relationships across high-net-worth individuals
, families, foundations, and nonprofits, providing guidance on financial planning, asset allocation, portfolio construction, and sustainable investment strategies. This is a highly visible role offering meaningful client relationships, autonomy, and direct access to senior investment professionals.
The ideal candidate has 10+ years of financial services experience
, including 5+ years advising clients
, along with a genuine interest in sustainable investing. CFP® certification is preferred.
This hybrid role is located just north of Boston and is offering a salary range of $180K-$200K + bonus potential + comprehensive benefits.
An exceptional opportunity for an experienced advisor ready to make an impact at a firm where investing with purpose is the foundation of the business.
Job Code: 18906
* Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
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