Financial Advisor

Looking to combine your financial advisor expertise with a passion for sustainable investing? This is an exciting opportunity to join a highly respected boutique investment firm where sustainable investment strategies are at the heart of the business.

You’ll manage sophisticated client relationships across high-net-worth individuals, families, foundations, and nonprofits, providing guidance on financial planning, asset allocation, portfolio construction, and sustainable investment strategies. This is a highly visible role offering meaningful client relationships, autonomy, and direct access to senior investment professionals.

The ideal candidate has 10+ years of financial services experience, including 5+ years advising clients, along with a genuine interest in sustainable investing. CFP® certification is preferred.

This hybrid role is located just north of Boston and is offering a salary range of $180K–$200K + bonus potential + comprehensive benefits.

An exceptional opportunity for an experienced advisor ready to make an impact at a firm where investing with purpose is the foundation of the business.

Job Code: 18906