Optimal Wealth, a boutique RIA Financial Planning firm located in Sudbury, MA, is seeking a Financial Advisor with a drive to succeed. We have delivered sophisticated Financial Planning and Investment Management to High Net Worth clients since 2004.
The Financial Advisor will support senior staff with direct client support, client meeting documentation and follow-up data management, analysis, investment monitoring, financial planning. Successful candidate will either hold Series 7 and Series 65 licenses or be expected to take and pass these tests within the first 6 months. CFP a plus.
The position requires a bachelor's degree with a major (or minimally, a minor) in mathematics, economics, finance, engineering or science; exemplary skills in mathematics; collegial relationships with team members; the ability to communicate articulately to individuals and groups; and the highest level of attention to detail, personal integrity and a commitment to excellence. Minimum 5-10 years' experience demonstrating increasing accomplishment; experience in the financial services industry is a plus. Marketing and social media skills a plus.
Benefits include: 401K with matching, flexible schedule, exemplary compensation grid
Pay: Initially commensurate with experience or existing transferrable book. Job transitions over time to fee-based compensation limited only by your desire to work hard to build your book of business.