Financial Advisor

Boston, Ma. – Hybrid or Remote Financial Advisors are typically paid through a percentage of the revenue that the book generates. Gross Production (GP) or Gross Revenue. (35%-50%) per client. Responsibilities Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutionsBuild, maintain, and update client databases and financial plansPerform research for client portfolios using various software toolsStay current and informed by researching investment products and market trendsUtilize MoneyGuidePro in analyzing, drafting, and implementing financial plans based on client needsProvide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assetsContinuously monitor clients’ financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. Cultivate relationships with wholesalersUtilize marketing and established business plans to increase book of businessPlan networking opportunities to foster client opportunitiesMaintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they ariseCompliance, Operations, IT, Training Center, etc.Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch ManagerProvide feedback and mentorship to assigned Client Associate(s) on a regular basisAdhere to and keep up to date on Compliance and firm policiesEnsure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements Requirements 7+ years of relevant experience within Financial Services Portable book of business of at least $35MFINRA SIE, Series 7 and 66 (63/65)Bachelor’s Degree or higher in Business, Finance, or related field If interested, please reach out to jalercio@kbwfinancial.com KBW789