What are the responsibilities and job description for the Financial Advisor (Series 65 Licensed) position at BOSTON WEALTH MANAGEMENT LTD?
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.
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.