• Location: Boston MA
• Type: Perm
• Job #24008

Company Overview:
A family-owned Registered Investment Advisory firm, founded in 1985, manages approximately $4.5 billion in assets across 50 states. They are seeking a Financial Advisor to develop and maintain client relationships with strong service and sound advice.

Job Responsibilities:

• Serve as lead advisor to new and existing clients of the firm
• Interview clients to determine their financial status and objectives
• Manage client relationships, providing the highest level of service and support
• Communicate with clients over the phone, via email, and in person at regular review meetings
• Work with clients to develop and maintain financial plans
• Consult with clients about their allocations and investment strategies
• Maintain Investment Policy Statements for client portfolios
• Contact clients periodically to determine any changes in their financial status
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required
• Perform other related duties as required

Qualifications:

• At least three years of relevant industry experience required
• Bachelor’s degree required, with concentration in accounting, finance, economics, or related field preferred
• CERTIFIED FINANCIAL PLANNER™ designation preferred but not required
• Strong Microsoft Office skills are required
• Experience with Money Guide Pro or other financial planning software is a plus

Compensation:
Salary: $90,000 – $120,000, Plus Bonus