Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience.
Responsibilities include maintaining client relationships, managing portfolios, creating financial plans for clients, formulating and implementing investment advice, developing new client relationships, and collaborating closely with colleagues on strategic planning and on social media campaigns.
Duties and Responsibilities:
In sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.
Requirements:
Benefits:
Financial Advisor • Boston, MA, United States
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