Jobs Opportunities

Join Our Mail List


Financial Advisor - Wealth Technology

Location: MA
Job Type: Direct Hire
Salary: $100,000.00 - $200,000.00
Date: 1/16/2017
Job ID: 02023489
Job Description
We have been retained as an executive search firm by a very successful wealth management firm in the Springfield area to find a seasoned financial advisor to join the practice. This position has potential to develop into a potential partner or successor for our client.

This firm is well established with an impeccable reputation. The CEO of this firm has been recognized both locally and nationally as an outstanding advisor and leader in the realm of financial planning, advanced case development in life insurance, and investment management.
The professional we seek is successful to date - preferably earning a 6 figure income - but is looking for an opportunity to substantially grow his or her practice. He/she has an entrepreneurial spirit and has the energy and vision to join a firm that has a strong foundation, but more importantly, a dynamic and exciting future.

We are looking for an advisor with a passion for client service, a client-first fiduciary mindset, a high level of intellectual curiosity, and a willingness and ability to be a trendsetter. This individual must be creative and always looking for more ways to make the client experience a better one. At the same time, he or she must have strong prospecting and sales skills being able to generate new clients, engage in holistic conversations, formulate comprehensive financial plans and innovative solutions, and become an expert facilitator of client decisions.

We are not looking for “just another advisor.” We seek a person who sees a unique opportunity to join a practice with a strong reputation, sophisticated clients and an advanced platform. The preferred professional we seek is well educated, has earned credentials such as the CFP®, ChFC, CLU, CFA, MBA or PFS, and holds an active Series 7, 63, and 65 and necessary insurance licenses.

Compensation/payouts and/or benefits will be crafted appropriate to what he/she brings to the table and the perceived value of his or her ability to build on the future.