Financial Advisor

Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)

Location: Waltham, MA

Compensation

• Annual Firm Bonus: Up to 10%
• New Business Bonus (Individual Revenue Share on New Run-Rate Revenue)

This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Annual Bonus and Commission

An established, independent wealth management firm is seeking an experienced Senior Wealth Advisor / Financial Planner to join its growing team. This role is ideal for a CFP® professional who thrives in a client-facing environment, enjoys complex planning conversations, and is motivated by long-term growth and revenue participation. The advisor will work with high-net-worth clients, deliver comprehensive financial plans, and play a leadership role in both client relationships and business development initiatives.

• Serve as a trusted advisor to high-net-worth clients, delivering comprehensive financial planning
• Lead client conversations across investment strategy, retirement planning, estate planning, and tax‑aware planning
• Educate clients on complex financial concepts in a clear, confident, and persuasive manner
• Identify and onboard new client relationships, generating new run‑rate revenue
• Leverage financial planning and portfolio technologies to deliver a high‑quality client experience
• Collaborate with internal teams while maintaining ownership of client outcomes
• Participate in leadership, mentorship, and firm growth initiatives as appropriate

• Bachelor’s degree in business, finance, or a related field (or equivalent experience)
• Minimum 5+ years of financial planning experience, including estate and tax planning
• Strong understanding of investments and portfolio construction
• Experience serving high‑net‑worth clients
• Proficiency with financial technology platforms such as Salesforce, Orion, eMoney (preferred), and Holistiplan
• Excellent communication skills with the ability to handle complex and sensitive client discussions
• Demonstrated leadership ability prospectively, business acumen, and professional maturity

• Competitive base salary with significant upside through revenue sharing
• Established platform with flexibility'ici? long-term growth potential
• Opportunity to build and monetize your own book within a supportive firm structure
• High‑quality client base and planning-focused culture
• Leadership visibility without bureaucracy

• Not Applicable

• Full‑time

• Finance and Customer Service

• Medical insurance
• Vision insurance
• 401(k)