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Financial Advisor | Retirement Planning

Magellan Financial & Insurance Services, Inc.

Dagher Wealth Management | Greator Boston | On-Site Dagher Wealth Management is hiring a Financial Advisor to join its growing retirement planning practice in Walpole, MA. Dagher Wealth Management has already built a strong demand engine through TV, radio, seminars, workshops, digital marketing, retirement education, and published thought leadership. The opportunity is to step into a firm-generated activity model, meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into long-term client relationships. This advisor will work directly with the founders and serve as a key client-facing voice inside the practice. You will participate in seminars and workshops, meet with prospective and existing clients, support retirement income planning conversations, etc. What we’re looking for: Recent client-facing experience as a Financial Advisor, Retirement Advisor, Financial Planner, or similar role Proven ability to build trust, guide conversations, and help convert prospects into clients Series 65/66 or equivalent advisory registration Life insurance license, or ability to operate appropriately on the insurance side Preferred experience: Retirement income planning experience Seminar or workshop experience Backgroundadvisory firm #J-18808-Ljbffr Magellan Financial & Insurance Services, Inc.

Vacancy posted 4 days ago
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