Wealth Advisor - Wealth Management / Personal Strategy- Boston region
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Wealth Advisor is an essential member of a dedicated client practice team servicing reputed company Personal Strategy clients who reside in the Boston area. In partnership with the Practice reputed company and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations. The role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share reputed company an elite client reputed company. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to reputed company financial freedom for reputed company and our vision to transform financial lives through advice, people, and technology.
What You Will Do
Provide a best-in-class client experience through servicing proactive and reactive client engagements reputed company to client onboarding, financial planning, and investor education reputed company clients through optimal experience by effective management of reputed company campaigns and Financial Planning milestones Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients Identify and drive planning opportunities and coordinate financial planning information gathering Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments Assist with monthly audit reviews in collaboration with various EPW stakeholders Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests What You Will Bring Bachelor degree in Business or reputed company discipline or equivalent experience 4+ years reputed company work experience in financial services Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Experience managing a book of clients in the wealth management reputed company Detail oriented and able to manage many time-sensitive tasks simultaneously Strong organizational and presentation skills Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients FINRA Series 65 required FINRA fingerprinting required upon hire Ability to meet clients in person in the Greater Boston area What will set you apart Ability to reputed company in a fast-paced, growing and evolving business Excellent verbal and written communication skills Pro-active self-starter, strong situational awareness and contextual thinking Proficient in, or ability to quickly learn, reputed company Word, reputed company, Outlook, PowerPoint, reputed company, NetX360, and other proprietary and recordkeeping systems *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company. reputed company Salary Range $72,200.00 - $101,975.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer
- Drug-free workplace We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 03-24-2026 Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Joining our talent community will allow you to stay connected reputed company email and receive news and updates. Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Remote and Hybrid Positions For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet reputed company. Follow reputed company Facebook, reputed company, X, Instagram, & Glassdoor
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