Financial Advisor / Wealth Manager


Boston, MA

Not Specified years

Posted 228 days ago

  by    Laura Peabody-Harrington

This job is no longer available.

What a financial advisor/wealth manager does:

  • Identifies and sets appointments with potential clients
  • Meets with clients to assess their financial needs
  • Develops a customized financial plan to address each client?s outlined goals
  • Maintains strong relationships with clients, helping them to track their progress over time
  • Provides ongoing consultation and support

Some of the features of this position include:

  • One-on-one training from seasoned Leaders in the financial planning industry
  • A comprehensive, training program that includes financial planning, marketing techniques, consultative selling, client service, and regulatory compliance
  • Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
  • Extensive product offering covering virtually every category? including mutual funds, ETFs, stocks, CDs, IRAs, insurance, annuities, etc.
  • The opportunity to build and grow relationships with clients that can last years
  • Numerous career path options, including the advanced financial advisor, district manager, field management, and corporate opportunities
  • Finance plan through VOYA Financial with uncapped earning potential - top advisors can make $75,000 - $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their performance results


  • Bachelor?s degree in business or industry related field preferred
  • U.S. Citizen or Permanent Resident

Job Type: Full-time