Senior Financial Advisor

Wealth Manager

Company Overview

We are a full-service Wealth Management firm that has been serving the greater Mass area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional customer service. We greatly value a healthy work-life balance and have significant opportunity for growth in this role. 

Position Overview
We are seeking a dedicated and knowledgeable Wealth Manager to provide personalized financial advice and investment strategies to our clients. The ideal candidate will have a deep understanding of wealth management principles and a commitment to helping clients achieve their financial goals.

Key Responsibilities

• Develop and maintain long-term relationships with clients to understand their financial needs and goals.
• Provide tailored wealth management strategies, including investment management and financial planning services.
• Conduct regular portfolio reviews and recommend adjustments based on market trends and client objectives.
• Stay informed about industry trends, investment products, and regulatory changes to offer clients the best advice.
• Assist clients with retirement planning, estate planning, and tax strategies to maximize their wealth.
• Collaborate with other financial professionals to ensure comprehensive service delivery to clients.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Certified Financial Planner (CFP) designation is ideal.
• Proven experience in wealth management or financial advisory roles.
• Strong knowledge of investment strategies, portfolio management, and financial planning principles.
• Excellent communication and interpersonal skills for client engagement.

Benefits

• Vacation/PTO
• Medical
• Dental
• Vision
• 401k
• Bonus
  
   

Email Your Resume In Word To
Matt.Bailey@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1976501 -- in the email subject line for your application to be considered.
Matt Bailey - Director of Client Development

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 02/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders 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. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Everforth 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. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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