Financial Advisor

Longtide Financial Partners is an 8-person wealth management firm based in Braintree, MA, managing more than $1 billion in client assets . We take a highly personal, relationship-driven approach with our clients, and we're seeking an experienced Financial Advisor to join our team. Responsibilities Serve as a trusted advisor to existing high-net-worth clients Develop and maintain long-term client relationships Provide financial planning and investment advice Lead client meetings and portfolio reviews Collaborate with our investment and client service teams Coordinate with clients' CPAs, attorneys, and other professional advisors Contribute to the continued growth of the firm Qualifications Several years of experience in wealth management or financial planning Strong investment and financial planning knowledge Excellent communication and relationship-management skills High level of professionalism, integrity, and attention to detail Series 65 or 66 license preferred Why Longtide This is an opportunity to join an established, growing firm where you can build meaningful, long-term client relationships and play an important role in a collaborative 8-person team. The position offers an existing client base and a relationship-focused advisory role , rather than a primarily prospecting-driven position. We offer a competitive salary, bonus and benefits package. Location Braintree, MA Assets $1B+ #J-18808-Ljbffr