Jobs · Sales · Massachusetts

Senior Wealth Advisor

Kennison & Associates · Boston, MA · 2 wk ago
HybridSales$200k/yrFull-time

Qualifications

  • Established book of business
  • FINRA Series 7 and Series 66 (or Series 63 & 65) licenses
  • Proven success developing, managing, and retaining client relationships
  • Entrepreneurial mindset with a commitment to delivering exceptional client service

Compensation

Expected total compensation $200,000 - $1 million+, based upon the size and portability of your existing book of business, with additional transition and performance incentives.

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