2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Core Wealth Advisory, an Independent financial advisory firm in Waltham, MA is seeking a take-charge, relationship and service driven Associate Financial Advisor to support investment professionals and their clients.This role is designed for the aspiring Financial Advisor seeking to learn the ins and outs of the financial advisory business while taking the necessary steps to grow a rewarding relationship-centric client base.Striving for excellence is at the core of everything we do. Candidates for this role must be precise, methodical, and collaborative in nature.Must be able to develop client relationships, work in a fast-paced evolving environment, multi-task, and meet firm deadlines. Strong people skills, analytical, organizational, computer, and communication skills are critical.Strong preference for candidates with client-facing, investment advisory and securities experience.
Summary of responsibilities
This position provides client related support to firm Advisors by having a strong understanding of financial planning principles, interacting and building relationships with clients and assisting Advisors in client presentations, review and analysis.
Principal Job Responsibilities
Provide Support to Financial Advisors and Clients by
- Drafting and delivering financial plans for review.
- Implementing financial plans under the supervision of Advisor/Partner.
- Participating in client meetings, delivering presentations and answering questions.
- Running client meetings for designated clients with Advisor/Partner in 2 nd chair.
- Taking lead on answering routine client questions.
- Taking lead on routine review meetings with clients.
- Developing relationships and trust with clients.
- Handling Advisor and office needs proactively.
- Serving as liaison between clients and Advisors and broker-dealer, Commonwealth Financial Network.
- Communicating with clients on service, transactional, and informational matters.Provide an excellence in service approach to all client interactions and manage these with utmost discretion and confidentiality.
- Regularly reviewing Commonwealth news items, technology updates, and e-mail communications; reporting pertinent information back to Advisors.
- Being proactive in the areas of problem solving, engaging in teamwork, coaching and mentoring.
- Understanding and supporting the teams vision, mission and strategy and leading by example.
- Looking for opportunities to assist Advisors/Partners and increase firm efficiencies.
- Being a consistent and relentless student of the business.
- Developing your own growth opportunities for business development.
Required Skills/Qualifications
- BA or BS is a must, in Business a plus.
- SIE, Series 7 and Series 63/65 or 66 licenses.
- CFP designation or intent to enroll in CFP program.
- 3 to 7 years of experience in financial services with at least two in client facing roles.
- Use of appropriate interpersonal styles to communicate effectively, verbally and written.
- Strong customer relationship-based focus.
- A self-starter who takes ownership of projects and completes them with minimal supervision.
- Demonstrate pride, integrity and initiative in all aspects of your work.
- Exceptional computer skills and proficiency with Microsoft Office Suite and Adobe Acrobat Pro.
- CFP designation or intent to enroll in CFP Program
This is an excellent opportunity to work in a dynamic, professional, and rewarding environment. Our firm offers a competitive salary with an incentive plan, comprehensive benefits, and career advancement paths are strongly encouraged.Please forward your Resume and Cover letter with the subject Associate Financial Advisor Application to Robert Zdanis, EA at
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Referrals increase your chances of interviewing at Core Wealth Advisory by 2x
Sign in to set job alerts for Associate Financial Advisor roles.
Boston, MA $100,000.00-$110,000.00 2 days ago
Cambridge, MA $63,860.00-$106,915.00 1 week ago
Investment Banking Analyst, Technology - Boston / New York City
Cambridge, MA $63,860.00-$106,915.00 3 weeks ago
Barings Investment Management Summer Internship
Boston, MA $90,000.00-$100,000.00 1 month ago
Boston, MA $82,000.00-$135,000.00 2 weeks ago
Boston, MA $75,000.00-$90,000.00 2 days ago
Boston, MA $70,000.00-$75,000.00 5 months ago
Boston, MA $86,000.00-$107,000.00 3 weeks ago
Analyst/Associate - Investor Relations Strategic Capital Group
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr