Wealth Advisor
$150kAffinity Executive Search
Wealth Advisor
Salary: $150,000 - $1,000,000 per year
Location: Portsmouth, NH
We are currently representing several well-established wealth firms who are looking for experienced Financial Advisors with a client following (portable book). The role can work remote or hybrid in office with locations in Greater Boston and Southern NH market areas. Our Clients are seeking business development-oriented Wealth Advisors with $500k+ in revenues to further expand their presence locally. Mid-career and experienced Financial Advisors will benefit from a competitive payout structure and a lucrative on-boarding comp plan for top producers. Full benefit program offered. Candidate qualifications may include the CFP and all other standard licensing: Series 7, 6, 63 with 5-30+ years of experience. Excellent work life balance collaborating with supportive administrative staff and other professional colleagues.
- 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...Suggested
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you are...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Suggested
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management... ...wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of...Suggested
$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth...SuggestedFull timeFlexible hours$100k - $140k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the...Permanent employmentTemporary workWork at officeFlexible hours$70k - $125k
...Associate Wealth Advisor 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...Work at officeLocal areaRemote work2 days per week- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Watertown market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...Full timeWorldwide
- TD Bank in Cambridge, Massachusetts is hiring a Financial Advisor through a three-year program designed to deliver comprehensive financial... ..., and serve as the central point of contact for TD Wealth clients. You will onboard clients, conduct needs analyses, coordinate...
- 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...
- ...tailored to their clients' needs. This exciting opportunity at Harvard Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...Work at officeLocal area
$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...- TIAA is seeking a Wealth Management Advisor in Cambridge, MA to build and manage a high-net-worth client book. You will partner with clients to deliver tailored financial strategies, acting as a fiduciary and guiding them through retirement. Grow the practice by expanding...
- ...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,...Work at office
$105k - $250k
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the...Temporary workLocal areaFlexible hours- Harvard Federal Credit Union in Cambridge, MA seeks a Wealth Advisor affiliated with LPL Financial to deliver brokerage, advisory and insurance solutions to the branch client base. You will manage an assigned book, solicit new investments, and partner with branch managers...
$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...Local areaVisa sponsorship- Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain and enhance client relationships through the comprehensive financial planning process, covering retirement, risk, tax, estate, and...Work at officeRemote work3 days per week
$80k - $90k
Job Description Summary: Focus Partners Wealth 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...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$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 &...Work experience placementWork at office$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 area$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 area$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 area- ...Boston, Ma. – Hybrid or Remote Financial Advisors are typically paid through a percentage of the revenue that the book generates. Gross Production (GP) or Gross Revenue. (35%-50%) per client. Responsibilities Develop and implement financial planning solutions...Remote work
$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....Work at officeWork from homeHome officeFlexible hours$21 - $32.72 per hour
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, nutrition, family...Hourly payWork at officeFlexible hours- ...Financial Advisor Boston, Massachusetts, United States We are recruiting for a top tier advisor/team in the greater Boston market... ...from the integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed solutions maximize the clients...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office
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