Financial Advisor (Series 65 Licensed)

About the role

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