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Financial Advisor (1213-274)
A boutique wealth management firm in Boston is seeking a Financial Advisor to
add to their team. This position is responsible for building a book of
business by following current marketing processes for firmís niche market,
developing new campaigns and utilizing effective prospecting skills to convert
prospects, and assisting clients in meeting their financial goals.
This is a great opportunity for someone who is in the process or interested in
getting the CFP designation and wants to get into a growing, entrepreneurial
Five-plus years of experience building own book of business successfully in
Bachelorís degree in business related field
Prior enrollment or willingness to enroll in CFP certification program
FINRA Series 7, Series 63 and Series 65, or Series 66 registrations
Excellent knowledge and communication of financial planning concepts and
Excellent knowledge of and ability to explain products, such as mutual funds,
stocks, bonds, insurance, and annuities
Firsthand knowledge of third-party asset management systems, including how
they work, their benefits, and their drawbacks
Comfort discussing estate planning issues
Self-motivated and entrepreneurial; goal-oriented at an individual and team
Alternative Investments // Asset Management