Financial Advisor | Retirement Planning

Financial Advisor — Retirement Planning | Foxborough, MA

Wealth Max has a problem most advisory firms don't: more qualified prospects than advisors to see them.

We have built a local TV presence and a live event calendar that consistently produces retiree and pre‑retiree households who show up ready to plan. There's no dialer, no purchased list, no cold outreach. There's a pipeline — and a six‑person ops and implementation team to keep it moving.

The advisor in this seat focuses on one thing: sitting across from clients and building comprehensive financial plans. Retirement income, investments, tax‑efficient strategies, insurance, legacy planning — full scope, handled under one roof.

This is a role for someone who wants to go deep with clients, not wide with a book.

$80,000–$120,000 base + uncapped commissions and bonuses

Leading planning conversations from initial meeting through recommendation and implementation across retirement income, investments, risk management, tax efficiency, insurance, and legacy planning. The support team handles the rest.

• Client‑facing advisory experience (Financial Advisor, Wealth Advisor, or equivalent)
• Background in retirement and investment planning with a track record of leading engagements through implementation
• Active licenses/registrations required for advisory business

• CFP designation (or in progress)
• Insurance planning experience
• Retiree/pre‑retiree household focus