Wealth Advisor
CyberCoders
Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high-net-worth individuals and families. The Wealth Advisor will build long-term relationships, deliver personalized financial planning, and coordinate investment, tax, retirement, and estate solutions to help clients achieve their financial goals while maintaining fiduciary standards.Key ResponsibilitiesBuild and manage a portfolio of high-net-worth clients through proactive relationship management and regular review meetings.Develop customized financial plans that address investments, retirement, tax considerations, estate planning, and risk management.Design and implement investment strategies and asset allocation plans aligned with client objectives, risk tolerance, and time horizon.Monitor portfolio performance, rebalance investments, and recommend adjustments based on market conditions and life events.Coordinate with internal specialists (tax, estate, insurance) and external professionals to deliver integrated wealth solutions.Prospect, cultivate, and convert new client relationships through referrals, networking, and targeted business development activities.Prepare clear, client-ready reports and presentations that explain strategy, performance, and planning recommendations.Ensure compliance with regulatory and firm policies, maintain accurate client records, and adhere to fiduciary responsibilities.Stay current on market trends, investment products, and regulatory changes; pursue professional development and maintain required licenses and certifications.QualificationsBachelor's degree in Finance, Economics, Business, or related field; advanced degree a plus.Certified Financial Planner (CFP) designation strongly preferred.3+ years of experience in wealth management, private client advisory, or investment advisory roles working with high-net-worth clients.Proven knowledge of investment products, portfolio construction, asset allocation, and risk management.FINRA registrations or state investment advisor licenses preferred (e.g., Series 7/66 or Series 65).Demonstrated track record of client acquisition, relationship management, and retention.Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly.High integrity, client-first mindset, and commitment to a fiduciary standard.Proficiency with financial planning software, portfolio management tools, and CRM systems.
$90k - $120k
...Experienced life agents and registered representatives are encouraged to apply! We're seeking a dedicated and experienced wealth advisor to join New York Life and elevate your career. Here, you'll be part of a team of accomplished professionals committed to mentoring...SuggestedFlexible hoursNew York Life - John Judkins
Boston, MAa month ago- ...office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...SuggestedWork at office
- TD Bank is seeking a Financial Advisor for its wealth management team. The role focuses on providing financial planning guidance and selling investment management solutions to TD Wealth clients, reviewing goals and offering tailored wealth strategies. You will be the central...Suggested
$72.2k - $120.3k
Financial Advisor | Greater Boston Market Build trusted relationships. Deliver personalized financial guidance. Make an impact in the... .... Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to...Suggested- ...opportunities to learn, grow, and make an impact. Join us! Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning,... ..., benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
Bank of America Corporation
Boston, MAmore than 2 months ago $70k - $125k
Job Description Summary Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...Work at officeLocal areaRemote work2 days per week$100k - $140k
* Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.* Advanced capability of all wealth, investment, and financial planning processes* Begins to prepare and make recommendations for client...Permanent employmentWork at office$120k - $185k
...professionalism, ethics, quality, and integrity Open and ready to expand your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering,...Full timeWork experience placementLocal areaBerkeley Research Group, LLC
Boston, MA2 days ago$80k - $135k
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran...Full timeWork experience placementLocal areaBerkeley Research Group, LLC
Boston, MA2 days ago$90k - $160k
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran...Full timeWork experience placementLocal areaBerkeley Research Group, LLC
Boston, MA2 days ago$16 per hour
...Financial Representative. ~ An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. ~401(k) plan with a 2% company contribution and 6% company match. ~ Work-life balance with vacation, personal time and paid...Hourly payFull timeTraineeshipHome officeMutual of Omaha
Boston, MA17 hours ago- ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
Northwestern Mutual Boston
Boston, MA4 days ago $21 - $32.72 per hour
Description Codman Square Health Center is a Federally Qualified Health Center serving a diverse community in Dorchester, MA, and surrounding neighborhoods. CSHC offers a full continuum of services such as primary care, urgent care, behavioral health, care management, ...Hourly payWork at officeFlexible hoursCodman Square Health Center
Boston, MA2 days ago- Our client is a premier private equity firm in Boston, MA and is seeking a Senior Finance Associate to join their team.You will manage financial reporting, treasury activities, audits, tax support, and investor reporting for complex investment structures. Lead process improvements...
Robert Half
Boston, MA16 hours ago $70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal areaAccenture
Boston, MA15 hours ago$61.88k
...Financial Advisor, Newton, MA Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart...Hourly payFull timeContract workWork experience placementWork at officeShift workBanco Santander S.A.
Newton, MA6 days ago- ...Job Description Job Description Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity... ...assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the...Permanent employmentWork at officeShift work
The Bulfinch Group
Needham Heights, MA26 days ago - ...in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , in Waltham, Massachusetts is actively seeking new associates. We are interested in meeting...Full timeWork at officeWorldwide
Moody Street Group
Boston, MA5 days ago $65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Work at officeMonday to FridayShift workDay shift- ...and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts...Work at officeWeekday work
- EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to individual clients, focusing on building long-term relationships and aligning planning with clients’ goals. This role collaborates with portfolio...
$70k - $110k
...with a fast-track opportunity to grow into a Senior Financial Advisor position within 5 years. Individual will work with the Senior Financial... ...company that manages over $1.8 billion in assets and provides wealth management for over 1,500 families, individuals, and businesses...Full timeFlexible hours- Bank of America in multiple MA offices is seeking a client-focused financial advisor to guide clients toward their financial goals through tailored investment and banking strategies. The role emphasizes relationship-building, regulatory diligence, and proactive referrals...
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Work at office$21 - $25 per hour
Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling, upfront collections, ...Local area$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeMonday to FridayShift workDay shift$47.7k - $54k
The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction from the Access & Financial...Work experience placementWork at office- ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
$100k - $140k
Lead Advisor is a wealth management consulting and search firm. This role is for our client in Greater Boston. Our client, a wealth and planning firm in Greater Boston is hiring a Financial Advisor to work with existing clients. This is NOT an outside business development...Work at office- Harvard University in Cambridge, MA seeks a Financial Aid Officer to independently perform financial aid activities, reviewing information and determining awards in line with federal and university standards. You will counsel students and families, calculate aid, participate...Casual workNight shift
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