Financial Advisor (Wealth Management)

TL;DR

Financial Advisor (Wealth Management): Managing and expanding client relationships by delivering wealth management and financial planning solutions with an accent on retirement planning and high-net-worth portfolio management. Focus on driving business growth through lead generation, asset allocation, and participant education meetings.

Location: Hybrid (Danvers, MA). Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Salary: $80,000 – $90,000 per year

Company

A people-first financial services and insurance firm dedicated to helping clients achieve their goals and live their best lives.

What you will do

• Develop and expand client relationships through referrals and new business development activities.
• Provide targeted advice on wealth management, asset allocation, and comprehensive financial planning.
• Conduct retirement plan participant education meetings and build relationships with key employees.
• Qualify and close business leads to meet annual sales goals by advancing prospects through the pipeline.
• Collaborate with the Portfolio Management Team to ensure clients receive optimal financial solutions.
• Support the Vice President in business development efforts, including campaigns, events, and proposals.

Requirements

• Bachelor’s Degree required (MBA, JD, or other advanced degree preferred).
• Experience working with high-net-worth individuals and families.
• Must be eligible to work in the United States without visa or residency sponsorship.
• Strong analytical, communication, and interpersonal skills.
• Entrepreneurial spirit with the ability to thrive in a collaborative, team-based environment.
• High level of integrity and a commitment to excellence.

Culture & Benefits

• People-first culture that celebrates diversity and equity.
• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and robust learning and development programs.
• Reimbursement for job-related expenses per company policy.
• Employee perks and discounts.