Financial Advisor Position Available In Suffolk, Massachusetts

Financial Advisor
Boston, MA
Full-TimeOn-Site$100,000 – $300,000 /yr
Posted Yesterday Financial Advisor Position Overview
We are seeking a knowledgeable and experienced Financial Advisor to provide professional financial guidance to clients. The ideal candidate will have an existing book of business and will be able to help clients achieve their financial goals through financial planning, investment strategies, and wealth management services. Key Responsibilities Assess clients’ financial needs and provide tailored financial solutions.
Develop comprehensive financial plans that include budgeting, investment, and retirement strategies.
Conduct financial analysis to evaluate clients’ portfolios and recommend adjustments as needed.
Stay updated on market trends and financial regulations to provide informed advice.
Build and maintain strong client relationships through regular communication and support.
Educate clients on financial products, investment options, and retirement benefits.
Prepare and present financial reports and proposals to clients. Qualifications Bachelor’s degree in Finance, Economics, or a related field.
Proven experience as a Financial Advisor or similar role.
Strong knowledge of financial planning, analysis, and investment strategies.
Excellent interpersonal and communication skills.
Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred. Benefits Health, dental, vision
Retirement plan
PTO
Flexible schedule
For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
Financial PlanningFinancial AnalysisRetirement BenefitsWealth Management
Joe Kipp is recruiting for this position

Job ID:

JK12-1857533

CyberCoders is an Equal Employment Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.