Financial Advisor

Job overview

The Financial Advisor is an onsite role based in Lynn, MA, offering a salary range of $150,000 - $250,000 per year. This position supports the legal services team at a law firm. The role exists to provide financial advisory services to clients. It contributes to the firm's success by managing financial portfolios and ensuring clients receive high-quality, personalized financial guidance.

What you'll do

• Manage financial portfolios
• provide financial planning advice
• collaborate with legal teams
• maintain client relationships
• ensure compliance with financial regulations.

What we're looking for

Skills & competencies

full-time

day shift

lynn ma

financial advisor

wealth management

financial planning

client relations

compliance

professional services

portfolio management

$150k-$250k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with matching, health/dental insurance, paid time off, professional development assistance.

Why this role

Requires experience in financial advisory services within a professional services environment.

About the employer

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