Junior Wealth Advisor

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.