Financial Advisor Wealth Advisor

Westborough, MA - USA

Monthly Salary: $ 100000 - 110000

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Boston Harbor Wealth Advisors LLC (BHWA)
Westborough MA
Boston Harbor Wealth Advisors LLC (BHWA) is a fast-growing independent financial services practice based in Westborough MA. We provide comprehensive wealth management services that cover all aspects of our clients financial lives including financial planning investment management estate planning and tax-aware strategies.
The Financial Advisor / Wealth Advisor will serve as a primary point of contact for clients and will lead the delivery of comprehensive financial advice and planning services for an established and mature client base. This role is designed for an experienced licensed professional who can independently manage client relationships develop tailored financial strategies and collaborate with internal teams to deliver a high-quality client experience. This position also maintains responsibility for the operational and administrative execution of client service needs. No sales quotas or new client acquisition requirements are associated with this role.

RESPONSIBILITIES
Financial Planning & Advisory Leadership

Lead the design delivery and ongoing management of comprehensive financial plans including retirement planning education funding cash flow and liability strategies tax planning and risk management.
Serve as a trusted advisor to clients by understanding their goals values and financial priorities and translating them into actionable strategies.
Analyze construct and manage investment portfolios aligned with client objectives risk tolerance and time horizons.
Monitor portfolios and proactively make recommendations in response to market conditions regulatory changes and client life events.
Identify planning opportunities across estate tax insurance and investment strategies and coordinate with external professionals as needed.

Client Relationship Management

Serve as the primary relationship manager for assigned clients leading client meetings reviews and ongoing communications.
Build long-term trusted relationships through proactive outreach strategic planning conversations and consistent service delivery.
Address client inquiries and complex financial matters with professionalism accuracy and timeliness.

Oversee and complete all client account administration including opening new accounts maintaining existing accounts and ensuring accurate and timely processing of required documentation and forms.
Prepare review and submit client paperwork related to account changes transfers distributions and other service requests in accordance with firm and custodian requirements.
Coordinate with custodians internal operations teams and third-party providers to ensure smooth execution of transactions and account servicing.
Monitor service requests through completion proactively identifying and resolving issues or delays.
Maintain accurate and up-to-date client records and documentation in CRM and portfolio management systems.

Compliance & Documentation

Ensure all client interactions recommendations and documentation adhere to firm policies and regulatory standards.
Maintain proper records in support of audits reviews and internal compliance processes.

SKILLS & SPECIFICATIONS

Strong command of financial planning concepts investment strategies and wealth management best practices.
Ability to communicate complex financial concepts clearly and confidently to clients.
Excellent relationship-building and interpersonal skills.
High level of professionalism discretion and ethical judgment.
Strong organizational and time management skills with the ability to manage multiple client relationships independently.
High attention to detail and process-oriented mindset for operational accuracy and compliance.
Proficiency with Microsoft Word Excel Outlook and PowerPoint; experience with financial planning CRM and portfolio management platforms preferred.

QUALIFICATIONS

Bachelors degree or equivalent preferred (finance economics business or related field strongly preferred)
Series 7 and Series 66 required
Life & Health Insurance License required
Proven experience delivering comprehensive financial planning investment advice and client relationship management
Highly motivated team-oriented professional with a commitment to long-term client success

CAREER & FIRM CULTURE
At BHWA our advisors are deeply involved in every stage of the client experience from strategy and planning to execution and service. This role offers the opportunity to work in a collaborative client-first environment focused on long-term relationships rather than sales quotas or cold prospecting.

Compensation
This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $100000 to $110000. Individual compensation varies based on job-related factors including business needs experience level of responsibility and qualifications. We offer a competitive benefits package and variable pay programs please visit for more details.

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Required Experience:

Manager

Boston Harbor Wealth Advisors LLC (BHWA)Westborough MABoston Harbor Wealth Advisors LLC (BHWA) is a fast-growing independent financial services practice based in Westborough MA. We provide comprehensive wealth management services that cover all aspects of our clients financial lives including financ...

RESPONSIBILITIES
Financial Planning & Advisory Leadership

Lead the design delivery and ongoing management of comprehensive financial plans including retirement planning education funding cash flow and liability strategies tax planning and risk management.
Serve as a trusted advisor to clients by understanding their goals values and financial priorities and translating them into actionable strategies.
Analyze construct and manage investment portfolios aligned with client objectives risk tolerance and time horizons.
Monitor portfolios and proactively make recommendations in response to market conditions regulatory changes and client life events.
Identify planning opportunities across estate tax insurance and investment strategies and coordinate with external professionals as needed.

Client Relationship Management

Serve as the primary relationship manager for assigned clients leading client meetings reviews and ongoing communications.
Build long-term trusted relationships through proactive outreach strategic planning conversations and consistent service delivery.
Address client inquiries and complex financial matters with professionalism accuracy and timeliness.

Oversee and complete all client account administration including opening new accounts maintaining existing accounts and ensuring accurate and timely processing of required documentation and forms.
Prepare review and submit client paperwork related to account changes transfers distributions and other service requests in accordance with firm and custodian requirements.
Coordinate with custodians internal operations teams and third-party providers to ensure smooth execution of transactions and account servicing.
Monitor service requests through completion proactively identifying and resolving issues or delays.
Maintain accurate and up-to-date client records and documentation in CRM and portfolio management systems.

Compliance & Documentation

Ensure all client interactions recommendations and documentation adhere to firm policies and regulatory standards.
Maintain proper records in support of audits reviews and internal compliance processes.

SKILLS & SPECIFICATIONS

Strong command of financial planning concepts investment strategies and wealth management best practices.
Ability to communicate complex financial concepts clearly and confidently to clients.
Excellent relationship-building and interpersonal skills.
High level of professionalism discretion and ethical judgment.
Strong organizational and time management skills with the ability to manage multiple client relationships independently.
High attention to detail and process-oriented mindset for operational accuracy and compliance.
Proficiency with Microsoft Word Excel Outlook and PowerPoint; experience with financial planning CRM and portfolio management platforms preferred.

QUALIFICATIONS

Bachelors degree or equivalent preferred (finance economics business or related field strongly preferred)
Series 7 and Series 66 required
Life & Health Insurance License required
Proven experience delivering comprehensive financial planning investment advice and client relationship management
Highly motivated team-oriented professional with a commitment to long-term client success