Financial Advisor (Series 65 Licensed)

Job Title: Financial Advisor (Series 65 Licensed)

Boston Wealth Management, LLC

286 Boston Post Road, Wayland, MA 01778

Position Summary

Boston Wealth Management, LLC (BWM) is a leading independent wealth planning firm founded in 2005. We are seeking a knowledgeable, client-focused Financial Advisor with an active Series 65 license to join our growing team.

In this role, you will work closely with clients to develop and implement personalized financial strategies, provide investment advisory services, and help individuals and families pursue their long-term financial goals. The successful candidate will possess strong analytical abilities, excellent interpersonal and communication skills, and a steadfast commitment to acting in clients' best interests under fiduciary standards.

As a Financial Advisor at BWM, you will collaborate within a team-based environment, leveraging the collective expertise of wealth management professionals to deliver comprehensive planning and investment solutions. This is a salaried position that provides the opportunity to build and maintain lasting client relationships while contributing to a client-centered, planning-driven advisory practice.

Key Responsibilities:

• Provide fiduciary investment advice and ongoing portfolio guidance to clients.
• Proficiency with financial planning tools, CRM software, and Microsoft Office.
• Develop and maintain comprehensive financial plans tailored to clients' goals and circumstances.
• Educate clients on investment strategies, retirement planning, risk management, and wealth accumulation techniques.
• Conduct client meetings, reviews, and recommendations with professionalism and attention to detail.
• Collaborate with team members to deliver integrated wealth management solutions.
• Maintain knowledge of regulatory requirements, industry trends, and best practices.
• Build and nurture long-term client relationships through exceptional service and proactive communication.
• Document client interactions and recommendations in accordance with firm and regulatory standards.

Qualifications:

• Active Series 65 license required.
• CFP®, ChFC®, or other financial planning certifications preferred.
• Bachelor's degree in finance, business, economics, or a related field preferred.
• Prior experience in financial planning, investment advisory, or wealth management.

• Experience analyzing and managing portfolios that include individual stocks, bonds, and covered call option strategies a plus.

• Strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication skills.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Commitment to fiduciary responsibility and client-first service.

What We Offer:

• Competitive compensation structure (salary + bonuses).
• Medical insurance monthly stipend.
• 401(k) Profit Sharing Plan with company match.
• Cash Balance Plan.
• Opportunity to work with an established independent wealth management firm in a team-oriented and collaborative culture.
• Professional development and career growth opportunities.
• Meaningful work helping clients achieve financial confidence and long-term success.