Top 81 Wealth management advisor Jobs in Burlington, Ma

Wealth Advisor
Sequoia Financial Group Llc —Burlington, MA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Executive Wealth Services Advisor
Bank of America —Boston, MA
- $177,000 - $300,000 a year
- Full-time
- Microsoft Excel
- CPA
- Customer service
14d
Wealth Management Advisor
TIAA —Waltham, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Sr. Wealth Strategist
Northern Trust Corp. —Boston, MA
- $137,400 - $240,400 a year
- Full-time
- Business development
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Wealth Management Advisor (Boston, MA)
TIAA —Boston, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
5d
Registered Wealth Management Client Associate
Bank of America —Boston, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Advisor
Aprio —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
5d
Associate Financial Planner
Strategies for Wealth —Boston, MA
- $90,000 - $100,000 a year
- Computer literacy
- Basic math
- Finance
Quick Apply
12d
Advisor - Boston
Brighton Jones —Boston, MA
- $90,000 - $140,000 a year
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
VP/Wealth Advisor
AllianceBernstein —Boston, MA
- $175,000 - $200,000 a year
- Full-time
- Senior level
- Communication skills
Advanced Planning Consultant
Commonwealth Financial Network —Waltham, MA
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- Public speaking
- Research
- Mid-level
- Health insurance
- 401(k)
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Boston, MA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Wealth Investment Associate
M&T Bank —Boston, MA
- $34.10 - $56.83 an hour
- Full-time
- Mid-level
- Office
- Finance
13d
Wealth Planning Associate
Royal Bank of Canada —Boston, MA
- $60,500 - $104,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Financial Advisor
First Command Financial Services, Inc. —Burlington, MA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Consultant
Voya Financial —Boston, MA
- $106,180 - $132,720 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Planner (Boston, MA)
Mercer Advisors —Boston, MA
- $76,500 - $90,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
Quick Apply
13d

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Wealth Advisor

Sequoia Financial Group Llc -
Burlington, MA

Quick Apply

Job Details

Full-time
$75,000 - $120,000 a year

Qualifications

Financial planning software
Client database systems
Bachelor's degree
Financial services
CRM system proficiency
Productivity software

Full Job Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this client-facing role, you will collaborate with other service team members to develop and execute client relationship plans — aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. This role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience. This role will be located in our Burlington, MA office.

Responsibilities

Assist in managing the day-to-day aspects of client engagements as a member of a team.
Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
Proactively maintain client relationships through excellent client service.
Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
Coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
Complete client meeting notes and follow up tasks as required.
Coordinate the execution of trade orders with our investment operations team.
Develop a deeper technical expertise in general financial knowledge.
Identify additional planning or asset management opportunities in existing client relationships.

Requirements

Bachelor’s degree required in Economics, Finance or related field
CFP achieved or designation in process, and 1-3 years' client facing advisory experience required
Previous experience working with financial planning software and planning deliverables
Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

Competencies

Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
Excellent communication skills, both written and verbal
Ability to find creative solutions to problems, devise strategies, and propose solutions
Self-starter and able to perform job duties with little supervision
Customer service oriented, with the ability to work independently as well as collaborate with team members
Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

EEO Statement:
At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:
Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

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Refine Your Search

wealth management advisor jobs in burlington, ma

Wealth Advisor

Executive Wealth Services Advisor

Wealth Management Advisor

Sr. Wealth Strategist

Wealth Management Advisor (Boston, MA)

Wealth Management Trainee (MA)

Interim Fiduciary Trust Officer

Interim Fiduciary Trust Officer

Registered Wealth Management Client Associate

Wealth Advisor

Associate Financial Planner

Advisor - Boston

VP/Wealth Advisor

Advanced Planning Consultant

Senior Wealth Advisor

Wealth Investment Associate

Wealth Planning Associate

Financial Advisor

Wealth Consultant

Financial Planner (Boston, MA)

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