Financial Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-10-05
Listing for:
Lead Advisor
Full Time
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Lead Advisor is a wealth management consulting and search firm. This role is for our client in Greater Boston.
Our client, a wealth and planning firm in Greater Boston is hiring a Financial Advisor to work with existing clients. This is NOT an outside business development role and is salaried advisor role.
The role is three days in office.
Responsibilities- Serve as a trusted advisor to existing high-net-worth clients
- Develop and maintain long-term client relationships
- Provide financial planning and investment advice
- Lead client meetings and portfolio reviews
- Collaborate with our investment and client service teams
- Coordinate with clients' CPAs, attorneys, and other professional advisors
- Contribute to the continued growth of the firm
- Several years of experience in wealth management or financial planning
- Strong investment and financial planning knowledge
- Excellent communication and relationship-management skills
- High level of professionalism, integrity, and attention to detail
- Series 65
$100,000 to $140,000 depending on experience.
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