Boston, MA
Hot
Published - 2025-11-17
Senior Financial Advisor
Skills
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Regulatory Compliance
- Verbal Communication
- Collaboration
- Team-oriented
- Investments
- Individual
- Compliance
- Technology
- CFP
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Regulatory Compliance
- Verbal Communication
- Collaboration
- Team-oriented
- Investments
- Individual
- Compliance
- Technology
- CFP
Key Responsibilities
- Serve as relationship manager for assigned clients, implementing recommendations in advanced planning areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving
- Collaborate with Advanced Planning and Client Service Teams to ensure excellent client service
- Act as primary contact for clients and their trusted advisors
- Lead preparation of prospect proposals and client review presentations
- Participate in client review meetings, presenting cash flow models and advanced planning topics
- Use CRM to document meeting notes and delegate tasks as needed
- Assist with cash flow modeling for clients
- Build and maintain strong relationships with assigned client families
- Comply with industry rules, regulations, and firm policies
- Demonstrate teamwork and collaboration
Required Qualifications
- Bachelor's degree
- 5+ years of experience in client-facing financial advisory role at broker dealer or RIA
- Strong financial planning literacy
- Series 65 or equivalent license
- CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation
- Experience with advanced planning techniques including donor advised funds, foundations, 529 accounts, lending solutions, life insurance, property and casualty insurance, health insurance
- Knowledge of fundamental estate planning tools and techniques
- Experience with fundamental asset management tools and techniques
- Excellent communication and presentation skills
- Strong time management and follow-through abilities
- Ability to work closely with clients' external advisors such as estate planning counsel and tax professionals
- High attention to detail and commitment to quality
- Exceptional emotional intelligence, integrity, and accountability
- Enthusiasm and aptitude for learning
- Problem-solving attitude with a collaborative and upbeat personality
Preferred Qualifications
- Experience advising privately held business owners and families
- Life and Disability Insurance license
- Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
Compensation & Benefits
- Full-time exempt position
- Competitive salary and incentive bonus structure
- Comprehensive benefits package including paid time off, health, dental, vision, life, disability, and 401(k)
- Fully paid premiums for medical, dental, vision, short-term and long-term disability, and life insurance
- 401(k) with 100% company match up to 3% of annual pay
- Starting PTO of 21 days per year with accrual program
- Career and professional development support including training, certification, licensing, dues reimbursement, internal development planning, executive coaching, and ongoing programs
- Parking available
- Wellness reimbursement
- Regular team off-sites and events including an annual team retreat
- Access to Family Office Network vendors and preferred pricing discounts