Financial Advisor

Advisor Group•Boston, MA

16d•Hybrid

About The Position

The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.

Requirements

2–4 years of experience in wealth management, financial planning, or client services within the financial services industry.
Progress toward CFP, CFA, CPA, or JD designation.
Strong written and verbal communication skills.
High attention to detail and strong organizational skills.
Proficiency with planning and CRM software.
Ability to collaborate within a team environment and manage multiple priorities effectively.

Nice To Haves

Experience in preparing financial plans and supporting client meetings.
Strong technical aptitude and willingness to expand planning knowledge.
Ability to articulate planning concepts clearly to clients and internal stakeholders.

Responsibilities

Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
Serves as a point of contact for operational and planning needs on client accounts.
Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
Prepares for and participates in client meetings with increasing levels of direct client interaction.
Demonstrates proficiency in financial planning software, Excel, and CRM systems.
Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
Translates data into clear, client-facing recommendations.
Manages planning workflows and supports multiple advisors across high-net-worth relationships.
Serves as a pipeline for the Wealth Manager position.