Junior Wealth Advisor
Junior Wealth Advisor
Fanning Personnel
Greater Boston
See who Fanning Personnel has hired for this role
Junior Wealth Advisor - North of Boston within an established RIA
The Advisor position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals.
This role involves a blend of client interactions, financial analysis, and sales strategy.
This position will support business development efforts including events, campaigns, prospect meetings, and proposals.
The role leverages expertise in financial planning, investments, and
retirement solutions to cultivate and maintain client relationships through referrals,
educational workshops, and participant meetings. It fosters trusted relationships,
comprehensive wealth management strategies, and exceptional client service.
25% travel
- 2+ years of Financial Sales experience within a wirehouse or RIA
- Series 65, 66 7 and CFP a plus
- Strong comp package and a full suite of benefits.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at Fanning Personnel by 2x
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