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Financial Advisor

Waltham, MA

Posted: 11/05/2024 Employment Type: Direct Hire Category: Finance Job Number: a0CUm00001sEYyXMAW Location Requirements: Hybrid Industry: Financial Services

Job Description

Hybrid

A leading independent advisory firm is seeking a Financial Advisor in Waltham, Massachusetts to deliver comprehensive financial planning and investment guidance, helping clients achieve their long-term financial goals. This role involves engaging directly with clients, conducting in-depth financial analysis, and developing personalized strategies that align with each client s unique objectives. The Financial Advisor will manage and optimize portfolios, assist in identifying growth opportunities, and collaborate on team projects aimed at refining firm procedures. This candidate will uphold strong analytical skills, excellent communication abilities, and a genuine commitment to providing high-quality, client-focused service.

Salary Range: $130,000 - $135,000 / year DOE

Financial Advisor Responsibilities:

  • Conduct in-depth financial planning to assist clients in defining, prioritizing, and achieving financial goals
  • Manage day-to-day tasks, including meeting notes, portfolio preparation, and client presentation support
  • Work alongside Senior Advisors to deliver tailored strategies for high-net-worth clients
  • Analyze financial data to identify opportunities for optimized client outcomes and long-term success
  • Collaborate with the team to identify and pursue new business opportunities, assisting in closing and onboarding processes
  • Assist with initiatives to streamline firm procedures and improve internal processes
  • Maintain accurate and up-to-date client records using Salesforce and other firm software

Financial Advisor Requirements:

  • Minimum 5 years of experience in financial planning, with an emphasis on estate and tax planning
  • Bachelor s degree in finance, business, or a related field
  • Certified Financial Planner (CFP ) designation with at least two years of experience as a CFP
  • Proven experience serving high-net-worth clients, preferably managing portfolios ranging from $1-10M
  • Proficiency in financial planning systems, including Salesforce, Orion, eMoney, and MS Suite
  • Strong interpersonal and communication skills with an ability to convey complex financial concepts clearly
  • Service-oriented and team-focused mindset with the ability to thrive in a fast-paced environment

Benefits:

  • Competitive salary range DOE, with a target bonus of 15% based on performance
  • Flexible work policy with a hybrid setup, primarily in-office with remote options on Fridays
  • Health, dental, and long-term disability insurance
  • Generous, flexible PTO policy
  • Collaborative work culture with opportunities for growth into senior advisory roles based on performance

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About Waltham, MA

Discover exciting job opportunities in the vibrant area surrounding Waltham, Massachusetts! Known for its rich history, picturesque scenery, and bustling economy, Waltham offers job seekers a unique blend of innovation and tradition. Home to renowned universities, cutting-edge technology companies, and a thriving cultural scene, this city has something for everyone. Explore job listings in this region and unlock the door to a career filled with growth, charm, and endless possibilities. From strolling along the Charles River to catching a game at Fenway Park, there's no shortage of enchanting experiences waiting for you in the Waltham area. Start your job search today and embark on a rewarding career journey in one of the most inviting locations in the Northeast.
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