What are the responsibilities and job description for the Financial Advisor position at Harborline Wealth Advisors?
We are looking for experienced Financial Professionals to join our team. You've built a successful practice, or helped another Advisor build their practice, and now you want more. At Harborline Wealth Advisors, we provide authentic, comprehensive financial planning and investment guidance, delivered with the calm reassurance of a steady harbor, empowering families and business owners to make confident decisions at every stage of life.
Our true purpose is to help financial advisors build a health advisory practice faster with less effort by eliminating the challenges that hold them back from becoming the best version of themselves.
The Harborline Experience: a firm where advisors can build thriving businesses, experience freedom with support, and create meaningful impact in the lives of their clients and communities. We accelerate advisor success through a culture of integrity, achievement, and personal connection. With resilience and passion, we pursue excellence in everything we do. Together, we help you achieve your goals through:
- Our open architecture platform for client solutions, true financial planning
- Growth-focused leads and referral programs, in addition to your own prospecting efforts
- Our competitive payouts & benefits package
- Our practice building support
With our local offices in Wakefield & Southborough, MA, Windham & Dover, NH, Portland & Saco, ME, and 35 additional private offices across Greater New England: Massachusetts, New Hampshire, Maine, and Vermont, there is extensive opportunity for mentorship, collaboration, and to grow or build your financial practice as an individual, or as part of an advisory team.
Requirements:
- Active Licenses: SIE, Life, Series 7 and 66 (or 63 & 65)
- Have a college degree or equivalent work/life experience
We know that making a move is a big decision, and Harborline Wealth Advisors is committed to supporting you for a smooth transition into the next chapter of your advisory career.
Harborline Wealth Advisors is a local brand of Prudential Advisors, serving clients throughout New England, partnered with LPL Financial, a Fortune 500 independent broker-dealer.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify today.