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Financial Advisor

RK Partners · Burlington, MA

Compensation

$75k – $100k /yr

Employment type

Full-time

Work setting

On-site

Location

Burlington, MA

Schedule

Day shift

Posted

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Job overview

The Financial Advisor is an onsite role based in Burlington, MA, with a salary range of $75,000–$100,000 per year. This position supports the wealth management team at RK Partners, a firm dedicated to delivering comprehensive financial strategies to individual investors. The role exists to build and manage client relationships by assessing financial objectives and providing tailored investment solutions. The advisor leverages firm resources and investment teams to deliver an outstanding client experience, focusing on retention and new client acquisition through consultative service.

What we're looking for

Skills & competencies
full-time
day shift
burlington ma
financial advisor
wealth management
consultative sales
finance
client relations
series 7
series 66
$75k-$100k/yr
weekend required
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k), Health Insurance, Bonuses

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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