Financial Advisor - Burlington, MA

Financial Advisor | Comprehensive Wealth Management Firm

A fast-growing, values-driven wealth management firm is expanding its advisor team. The firm delivers comprehensive financial management to individual investors and offers a broad, sophisticated range of integrated strategies. With more than $1.8B in assets under management and ambitious growth goals, the team is seeking a Financial Advisor who is committed to exceptional client service and long-term relationship building.

As a Financial Advisor, your primary focus is delivering an outstanding client experience — retaining assigned clients and bringing new clients into the firm. You'll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships.

• Build, expand, and manage client relationships
• Assess client needs, goals, and financial objectives
• Prepare and present financial analyses and plans
• Act with professionalism, integrity, and a collaborative mindset
• Continuously expand your financial knowledge and best practices
• Attend client events hosted by the firm
• Prepare and process back-office paperwork as needed
• Complete tasks and maintain records in the firm’s CRM (Salesforce)
• Explain account details, investment strategies, and performance to clients

• Minimum 3 years of client-facing advisor experience (or military equivalent)
• Securities licenses: SIE, Series 7, and Series 66
• State Life Insurance license (or ability to obtain within 90 days)
• Clean compliance record
• CRM experience (Salesforce preferred)
• Strong communication skills — individual and small-group settings
• High-touch customer service background
• Consultative sales experience
• Bachelor's degree
• Desire to pursue a CFP designation
• Military experience a plus

• A servant-leader mindset — always putting clients first
• Excellent written and verbal communication
• Professional presence, punctuality, and strong work ethic
• Relentless follow-up and commitment to client satisfaction
• Outstanding organization and time-management skills
• Ability to assess situations proactively and work independently
• Strong prioritization skills and poise under last-minute changes

Competitive base salary + bonuses, along with a comprehensive benefits package including 401(k), health insurance, and more.