Top Financial Advisor Jobs in Boston, MA

Develop and maintain client relationships to provide wealth management and financial planning advice. Conduct retirement participant education, qualify leads, support business development and proposals, collaborate with portfolio and service teams, and meet sales goals while ensuring solutions align with clients' goals and risk tolerance.

The Financial Advisor will provide financial planning guidance, sell investment solutions, manage client relationships and meet sales goals while ensuring compliance with regulations.

Provides comprehensive investment and insurance guidance, manages and grows a client portfolio, develops new relationships, increases assets under management, and achieves sales and revenue goals. The role requires needs-based financial planning, risk evaluation, regulatory compliance, client relationship management, and FINRA and state insurance licensing.

The Financial Solutions Advisor provides customized financial advice and solutions, manages client relationships, and recommends investment strategies to meet financial goals.

Serve as a trusted advisor to a portfolio of mass-affluent clients by delivering advice-based investment and insurance solutions, conducting portfolio reviews, generating referrals and new business, partnering with internal teams for seamless client service, growing assets under management, and maintaining regulatory compliance and risk standards.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, and ensure regulatory compliance including SAFE Act registration when applicable.

Provide comprehensive financial planning and investment advice, analyze client finances, develop personalized plans, recommend investment strategies, conduct portfolio reviews, maintain client relationships, collaborate with investment and operations teams, and monitor regulatory and market developments.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.

This role provides financial advice to clients, builds financial plans, triages client requests, and recommends investment strategies. It requires strong relationship-building and communication skills.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.