Financial Advisor

Boston Wealth Management, LLC (BWM) is a leading independent Wealth Planning Services Firm founded in 2005. We are seeking a knowledgeable and client-focused Financial Advisor who holds an active Series 65 license. In this role, you will provide investment advisory services, educate clients on financial strategies, and help them pursue long-term financial well-being. The ideal candidate combines strong analytical skills with effective communication skills and a commitment to fiduciary standards.

• Client Advisory & Planning o Serve as a fiduciary advisor to clients, offering guidance in alignment with the Series 65 regulatory requirements.
• Conduct comprehensive financial assessments to understand clients' goals, risk tolerance, and time horizons.
• Develop personalized investment and financial strategies, including retirement planning, asset allocation, and wealth-building approaches.
• Portfolio & Investment Management o Recommend investment products and portfolio strategies consistent with clients' objectives and compliance guidelines.
• Monitor client portfolios and financial plans, making adjustments as market conditions or client needs evolve.
• Stay informed on market trends, economic conditions, and regulatory changes to ensure relevant, accurate guidance.
• Client Relationship Management
• Build strong, long-term relationships by providing exceptional service and proactive communication.
• Conduct periodic reviews with clients to evaluate progress and refine strategies. o Respond to client inquiries promptly and professionally.

• Active Series 65 license (or equivalent Registered Investment Adviser Representative qualification).
• Bachelor's degree, preferably in Finance, Business, Economics, or a related field preferred.
• 2-5 years of experience in financial advisory, wealth management, or related financial services role.
• Solid understanding of investment products, asset allocation, and financial planning principles.
• Proficiency with financial planning tools, CRM software, and Microsoft Office.

• CFP®, ChFC®, or other financial planning certifications.
• Experience working under a Registered Investment Adviser (RIA) framework.
• Strong analytical and problem-solving abilities.
• Ability to work independently while contributing to a team environment.

• Competitive compensation structure (salary + potential bonuses).
• Opportunities for career growth within an expanding advisory team.
• A client-centric culture focused on integrity, transparency, and long-term relationship building.
• Medical insurance monthly stipend.
• 401(k) Profit Sharing Plan with company match.