Financial Advisor

Boston, MA
Full-time $100,000.00 - $300,000.00
Posted 06/24/2025

Financial Advisor

Position Overview
We are seeking a knowledgeable and experienced Financial Advisor to provide professional financial guidance to clients. 

The ideal candidate will have an existing book of business and will be able to help clients achieve their financial goals through financial planning, investment strategies, and wealth management services.

Key Responsibilities

  • Assess clients' financial needs and provide tailored financial solutions.
  • Develop comprehensive financial plans that include budgeting, investment, and retirement strategies.
  • Conduct financial analysis to evaluate clients' portfolios and recommend adjustments as needed.
  • Stay updated on market trends and financial regulations to provide informed advice.
  • Build and maintain strong client relationships through regular communication and support.
  • Educate clients on financial products, investment options, and retirement benefits.
  • Prepare and present financial reports and proposals to clients.

Qualifications

  • Bachelor's degree in Finance, Economics, or a related field.
  • Proven experience as a Financial Advisor or similar role.
  • Strong knowledge of financial planning, analysis, and investment strategies.
  • Excellent interpersonal and communication skills.
  • Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred.

Benefits

  • Health, dental, vision
  • Retirement plan
  • PTO
  • Flexible schedule

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Joe Kipp is recruiting for this position and the positions below.
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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 06/24/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

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