Fnancial Advisor Job at KnowHireMatch, Boston, MA

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  • KnowHireMatch
  • Boston, MA

Job Description

Financial Advisor

Compensation: $100,000–$150,000 (Plus additional upside based on portfolio performance)

Locations: Multiple offices in NY/NJ, Florida, Philadelphia, and Pittsburgh

About Us

We’re a team of seasoned entrepreneurs serving fellow business owners and high-net-worth clients. Our mission is to deliver tailored, fee-based financial strategies that help individuals, families, and privately held businesses achieve their long-term goals.

What You’ll Do

  • Build & Maintain Plans: Design comprehensive, fee-based financial plans for individuals and families.
  • Investment Advisory: Craft investment proposals, model asset allocations, and oversee portfolio construction.
  • Portfolio Management: Execute trades, rebalance portfolios, and monitor performance.
  • Client Engagement: Conduct one-on-one and team meetings—often alongside a partner—to review and update financial strategies.
  • Client Service: Address client inquiries and service requests promptly throughout the year.
  • Business Development: Drive growth by acquiring new clients and nurturing existing relationships.

What We’re Looking For

  • Education: Bachelor’s degree in Finance, Business, or related field.
  • Experience: Minimum 4 years as a personal financial advisor or planner.
  • Credentials: CFP (or similar) strongly preferred. Series 65 and insurance licenses ideal.
  • Skills:
  • Exceptional communication and interpersonal abilities
  • Strong organizational and computer skills
  • Highly motivated with a track record of success

Why Join Us?

  • Competitive Base Salary with performance-based upside
  • New Business & Referral Bonuses
  • Annual Anniversary Bonus
  • Unlimited PTO for professional staff
  • Flexible Work Environment to support work/life balance
  • 401(k) Plan with company match and profit sharing
  • Comprehensive Benefits: Medical, dental, vision, life insurance, and disability coverage
  • Additional Perks:
  • Critical Illness & Accident Insurance
  • 10.5 Paid Holidays
  • Tuition Reimbursement
  • Annual Performance Reviews

If you’re passionate about helping entrepreneurs and high-net-worth clients navigate their financial journeys, we’d love to hear from you. Apply today!

Job Tags

Holiday work, Flexible hours,

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