<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>

<p>Qualifications:</p><p>5+ years of experience in wealth management or financial planning</p><p>Strong communication and relationship-building skills</p><p>Ability to simplify complex financial concepts</p><p>Proven business development experience</p><p>Bachelor’s degree; Series 7 & 63 (or 65/66) required</p><p>Clean U4; Life/Health/Variable Annuity licenses and CFP® preferred</p><p><br></p><p><br></p><p><br></p>

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