Financial Advisor (Series 65 Licensed)

Boston Wealth Management, LLC Financial Advisor (Series 65 Licensed) Wayland, MA Apply Boston Wealth Management LLC (BWM) is a leading independent Wealth Planning Services Firm founded in 2005. We are seeking a knowledgeable and client-focused Financial Advisor who holds an active Series 65 license. In this role, you will provide investment advisory services, educate clients on financial strategies, and help them pursue long-term financial well-being. The ideal candidate combines strong analytical skills with effective communication skills and a commitment to fiduciary standards. ________________________________________ Key Responsibilities Client Advisory & Planning Serve as a fiduciary advisor to clients, offering guidance in alignment with the Series 65 regulatory requirements. Conduct comprehensive financial assessments to understand clients? goals, risk tolerance, and time horizons. Develop personalized investment and financial strategies, including retirement planning, asset allocation, and wealth-building approaches. Portfolio & Investment Management Recommend investment products and portfolio strategies consistent with clients? objectives and compliance guidelines. Monitor client portfolios and financial plans, making adjustments as market conditions or client needs evolve. Stay informed on market trends, economic conditions, and regulatory changes to ensure relevant, accurate guidance. Client Relationship Management Build strong, long-term relationships by providing exceptional service and proactive communication. Conduct periodic reviews with clients to evaluate progress and refine strategies. Respond to client inquiries promptly and professionally. Qualifications Active Series 65 license (or equivalent Registered Investment Adviser Representative qualification). Bachelor\'s degree, preferably in Finance, Business, Economics, or a related field preferred. 2-5 years of experience in financial advisory, wealth management, or related financial services role. Solid understanding of investment products, asset allocation, and financial planning principles. Proficiency with financial planning tools, CRM software, and Microsoft Office. Preferred Skills CFP?, ChFC?, or other financial planning certifications. Experience working under a Registered Investment Adviser (RIA) framework. Strong analytical and problem solving abilities. Ability to work independently while contributing to a team environment. Active Filters Financial Advisor (Series 65 Lic... Wayland, MA Clear All Apply