Senior Financial Advisor

Our client is a global financial institution seeking experienced Senior Financial Advisors with established client relationships to join its growing Boston-based wealth management team. This role is ideal for advisors looking to leverage a sophisticated platform, strong research capabilities, and a collaborative environment to grow their practice.

You will manage and expand an existing book of business, deliver comprehensive wealth management advice to high-net-worth clients, and develop tailored investment strategies aligned with long-term goals while leveraging the firm’s full platform and specialist support.

Candidates should hold Series 7 and Series 66 (or 63/65) licenses and have a proven track record in wealth management, strong client relationships, and an entrepreneurial, client-focused approach.

This company offers institutional-quality research, a broad open architecture platform, dedicated transition support, and competitive compensation designed to reward growth.  There is unlimited earning potential (up to $500K++ or more!) based on “book”, with aggressive onboarding incentives.

Job Code: 18835