Top 261 Financial advisor Jobs in Roxbury, Ma

Senior Financial Advisor, Wealth Management
Sentry Hill —Boston, MA
- $100,000 - $190,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Harborline Wealth Advisors —Southborough, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
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Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Financial Advisor
Harborline Wealth Advisors —Wakefield, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Waltham, MA
- $90,996 - $105,233 a year
- Full-time
- Hybrid work
- Background check
- Sales
- US work authorization
- Dental insurance
- Vision insurance
Quick Apply
Financial Advisor
New York Life, Coelho Group — Bridgewater —Bridgewater, MA
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Woburn, MA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Paid training
- Health insurance
Quick Apply
Personal Finance & Tax Expert - AI Training
Braintrust —Boston, MA
- $50 an hour
- Remote
- CPA
- Mid-level
- 2 years
5d
VP, Financial Consultant - Boston, MA
Charles Schwab —Boston, MA
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Associate, Investment Banking Investor Relations
Chronic Capital —Boston, MA
- From $150,000 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
New York Life —Westborough, MA
- $82,956.06 - $150,000.00 a year
- Full-time
- Bilingual
- No experience needed
- US work authorization
- Health insurance
- Dental insurance
Quick Apply

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financial advisor jobs near roxbury, ma

Senior Financial Advisor, Wealth Management

Sentry Hill
Boston, MA

Quick Apply

Job Details

Full-time
$100,000 - $190,000 a year

Benefits

Health insurance
401(k)

Qualifications

Wealth management
Confidential information handling
Customer relationship building
CFP
Series 7
Business development
Bachelor's degree
Customer relationship management
Financial services
Productivity software
Experience practicing in the securities industry
Series 63
Customer data entry

Full Job Description

Sentry Hill, a premier financial planning practice in Boston, MA is hiring an Associate Wealth Management Advisor with experience in wealth management, financial planning, advising supporting client relationships and delivering comprehensive financial plans. Advisors should have a passion for the planning profession and delivering first-class client experience.

This is a client-facing financial advisory role. You will be involved directly in helping manage clients and an existing book of business over the following year. This is ideal for candidates with experience at planning focused firms. Strongly preferred is an Advisor that may attract new clients to the practice by way of referrals within the existing book or by their own business development efforts.

Key Responsibilities

· Foster and manage client relationships within a wealth management practice to ensure the proper level of service to continue the work and planning that was set forward by senior advisors/firm.

· Conduct reviews with clients to ensure all aspects of the financial plan are still relevant to the client's goals. Identify planning, investment and insurance opportunities as the client's needs evolve (or as the economy/market changes).

· Learn the firm’s planning and investment philosophy. This can initially be achieved by a playing “second chair” role in client meeting with the senior advisor.

· Gain connection with other potential clients by way of referrals within the book of business. The WMA should also spend a portion of their time seeking new clients for the practice by their own means.

· Conduct fact finders, plan presentations, and annual review meetings.

· Prepare and present comprehensive financial plans (retirement, investments, insurance, tax, estate planning).

· Conduct financial modeling, including retirement projections, and cash flow analysis.

· Participate in and lead portions of client meetings.

· Partner with lead advisors to deliver fiduciary-level financial advice.

· Create an unmatched client experience.

· Think creatively and have thought partnership on building the practice.

· Ensure all client information is kept confidential while also tracking business in CRM systems, with case notes.

· Collaborate with other team members when it comes to investment operations, insurance operations, plan construction, client experience, and file logistics.

· Maintain strict compliance and confidentiality standards.

Additional Preferred Responsibilities:

· Conduct initiative-taking outreach to prospective clients via phone and email to generate new meetings.

· Maintain and manage a clean, up-to-date call and contact list.

· Ensure timely, professional, and clear communication at every touchpoint.

· Demonstrate familiarity with financial planning concepts and target markets.

· Build and maintain feeder lists targeting specific companies and executives.

· Research and input new prospect data accurately into the firm’s CRM system.

Qualifications:

· Bachelor's Degree.

· 5-10 years’ experience in the financial planning industry.

· Series 7 and 63 (series 6 and 63 may be accepted with understanding of 7 and 65 being passed).

· Life/Health Insurance licensed.

· CFP designation desired.

· Excellent written and verbal communication skills.

· Familiarity with Microsoft applications and data entry and information retrieval software.

· Strong critical thinking, financial analysis, and critical thinking skills required.

· Ability to manage multiple diverse projects and assignments in a timely and quality manner.

· Strong attention to detail with the ability to work with a high degree of accuracy.

· Demonstrated ability to maintain effective working relationships with clients.

· Ability to embrace change and work in a fast-paced environment.

· Able to work both independently and in a team.

· Ability to maintain confidentiality.

About the firm:

Sentry Hill Financial Advisors is a Boston-based advisory firm within the Northwestern Mutual Private Client Group, serving business professionals, business owners, and high-net-worth individuals across the United States.

They provide comprehensive, tailored financial planning and wealth management strategies that address complex needs around investing, tax efficiency, and multi-generational wealth protection. The firm values integrity, precision, and collaboration, and our team of advisors and specialists works closely to ensure every client receives personalized, high-quality service.

Growth Path:

This position offers significant professional growth within a leading private client advisory practice. With robust performance, this role provides a clear path to becoming a Lead Advisor, Advisor, or even a Partner within the firm. The right individual will have the opportunity to develop client-facing expertise and assume greater responsibility.

Competencies:

· Collaboration & Team Cohesion: Builds strong, supportive relationships and contributes to a close-knit, purpose-driven team environment.

· Work Ethic & Accountability: Demonstrates reliability, commitment, and ownership of responsibilities; consistently delivers high-quality results.

· Positive Attitude: Approaches each day with optimism, professionalism, and resilience; fosters an encouraging and productive workplace.

· Open & Respectful Communication: Engages in honest, transparent, and considerate communication that strengthens trust and mutual respect within the team.

Pay: $100,000.00 - $190,000.00 per year

Benefits:

401(k)
Health insurance

Work Location: Hybrid remote in Boston, MA 02108

Quick Apply

Refine Your Search

financial advisor jobs in roxbury, ma

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