Financial Advisor

$110k - $130k

Landing Point

Company Overview: A fast-growing independent Registered Investment Advisor in the Boston area is seeking a Financial Advisor to join their team. The role will focus on client advisory, financial planning, and investment management for high net worth individuals and families. Job Responsibilities: Perform in-depth analysis on various financial planning strategies and identify opportunities to optimize results customized to client goals Active communication with clients in meetings, presentations, and generally as part of ongoing client relationship management Help the team identify new business opportunities and assist in the closing process Develop in-depth understanding of portfolio construction and risk management Participate in team projects assisting with initiatives designed to streamline firm procedures Maintain accurate and up-to-date client records in Salesforce Qualifications: Bachelor's degree in business, finance, or an equivalent amount of education and/or work experience Minimum 5 years of financial planning experience, including estate and tax planning CFP® required Experience with financial technologies including Salesforce, Orion, eMoney (preferred), MoneyGuide Pro, and Holistiplan Experience in serving high net worth clients Compensation: Salary: $110,000 – $130,000, Plus Bonus #J-18808-Ljbffr

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Vacancy posted 3 days ago

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