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Financial Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-10-12
Listing for:
KBW Financial Staffing & Recruiting
Full Time
position Listed on 2026-10-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Boston, Ma. – Hybrid or Remote
Financial Advisors are typically paid through a percentage of the revenue that the book generates. Gross Production (GP) or Gross Revenue. (35%-50%) per client.
Responsibilities- Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions
- Build, maintain, and update client databases and financial plans
- Perform research for client portfolios using various software tools
- Stay current and informed by researching investment products and market trends
- Utilize Money Guide Pro in analyzing, drafting, and implementing financial plans based on client needs
- Provide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assets
- Continuously monitor clients' financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries
- Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings
- Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc.
- Cultivate relationships with wholesalers
- Utilize marketing and established business plans to increase book of business
- Plan networking opportunities to foster client opportunities
- Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise
- Compliance, Operations, IT, Training Center, etc.
- Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager
- Provide feedback and mentorship to assigned Client Associate(s) on a regular basis
- Adhere to and keep up to date on Compliance and firm policies
- Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements
- 7+ years of relevant experience within Financial Services
- Portable book of business of at least $35M
- FINRA SIE, Series 7 and 66 (63/65)
- Bachelor's Degree or higher in Business, Finance, or related field
KBW
789
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