Demo

Lead Advisor

Boston Wealth Strategies
Needham, MA Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/16/2025

Job Description :

The Lead Advisor serves as the primary relationship manager for a segment of our clients; crafting and managing financial plans while supporting business development. This role involves functioning as a team member, collaborating with internal departments, and ensuring exceptional client service.

Responsibilities

  • Client Management : Serve as the primary point of contact for assigned clients, conducting regular reviews and delivering tailored financial plans.
  • Team Collaboration and Leadership : Mentor other advisors and associates, review their work, and foster a collaborative team environment.
  • Business Development : Identify and onboard new ideal clients through networking, referrals, and firm initiatives. Maintain a pipeline of prospects to contribute to firm growth.  This is primarily a planning role . There is an expectation to recognize the needs of the business to grow, but  the role is not a sales role.
  • Compliance and Reporting : Ensure adherence to all regulatory requirements and track key performance metrics, including revenue goals and client satisfaction.

Ideal Candidate Profile :

  • Education : Bachelor’s degree in finance, business, or a related field.
  • Experience : 3 years in a client-facing financial advisory role with a track record of success.
  • Certifications :   CFP® designation required (at least 3 years as a CFP)
  • Skills : Outstanding interpersonal communication, business development expertise, and leadership abilities.
  • Benefits :
  • Medical
  • Vision
  • Dental
  • Paid Sick Leave
  • 401(k) Match
  • Parental Leave
  • FSA or HSA Plans
  • Life Insurance
  • Disability Insurance
  • Tuition Reimbursement
  • Pet Insurance
  • Perks :

  • Learning Stipend
  • Career Development
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    Job openings at Boston Wealth Strategies

    Boston Wealth Strategies
    Hired Organization Address Needham, MA Full Time
    Job Description: The Lead Advisor serves as the primary relationship manager for a segment of our clients; crafting and ...

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