Boston Investment Firm Seeking Financial Advisors

Global Wealth Management, Financial Advisors

One of the top names in private wealth management is seeking Financial Advisors for their Boston office. This Global Wealth Management Group, a unit of an Internationally recognized investment company, oversees close to $100 billion in private capital for families, individuals, foundations & endowments.

The Financial Advisor is a critical position since he or she plays the central role in cultivating new clients and advising existing ones. Our client company therefore seeks intelligent, well-educated, and seasoned professionals, with a proven track record of building relationships based on advice of the highest quality and deep mutual trust.

Before joining our client company, most Advisors have excelled at developing business for over ten years on average. While sales is the ideal background, successful Advisors have also come from accounting, law, consulting, and commercial real estate.

To be successful, an Advisor must:

  • Build deep relationships with a range of high net worth clients
  • Establish credibility as a source of trustworthy advice
  • Excel at building a business
  • Demonstrate excellence at client service
  • Develop a consultative, rather than a transaction-oriented, approach toward clients and prospects
  • Cultivate relationships with third party referral sources, e.g. attorneys

The role of the Advisor is to understand the needs of clients and guide them in making proper portfolio allocations. Moreover, the Advisors often work in concert with client’s other professional advisors to help clients address critical planning issues, such as transferring wealth, giving to charities, and selling a business.

In building their business, Financial Advisors have access to extensive resources. They identify prospective clients primarily through introductions from other clients as well as accountants, attorneys and other professionals. We therefore place a premium on nurturing the Advisors knowledge and skills throughout their careers.

All Advisors complete an intensive training program. The training in a broad investment and planning-based curriculum continues over the ensuing two years. (All Advisors must pass the Series 7, 31, and 66 securities exams.)

Throughout their careers, Advisors partner with investment & planning professionals to bring world class advice to clients specific circumstances.

Advisors report to Managing Directors, whose role is to ensure an Advisor’s success and who can guide Advisors in developing sales strategies, implementing a business plan, cultivating sales and servicing skills, and capitalizing on meetings with clients, professionals, and prospects. Each Advisor is supported by a group of highly qualified Private Client Associates who become an extension of the Advisor in handling a significant proportion of routine client inquiries and other logistical matters. The Financial Advisors do not function in the traditional role of brokers by selecting securities. Rather, investment decisions are made by Investment Policy Groups, who have an outstanding long-term record.

What truly makes this opportunity unique is the fact that our client will compensate all new Advisors with a base salary of $150,000 plus variable pay for the first three years. At the end of the three years the Advisor should have a portfolio of clients which would allow them to come off of a base salary.

For immediate consideration, please contact:

Bruce Peck
Senior Search Consultant
Daley And Associates, LLC
T: 781 923 1180 / C: 617 835 2905

Mary Elizabeth Bradford is the Founder and Executive Director of and and a past executive recruiter. A thought leader in the career services industry for over 20 years, she holds 5 distinct advanced certifications for senior-level resume writing, online branding and executive-level job search coaching (CERM, CMRW, CARW, MCD, NCOPE). She has been seen and heard in major media including Forbes, Time, WSJ, Newsweek and NBC affiliate stations. She holds 2 CDI TORI awards and is a top tier judge for the elite CDI TORI awards for four consecutive years. Mary Elizabeth Bradford’s elite team of award-winning, certified, top executive resume writers, former top executive recruiters, and global HR executives help many of the world’s premier C-suite, board members and thought leaders secure the transitions and compensation packages they want. She works with clients all over the globe.

If you are a Director, VP, CxO, or Board Member interested in an executive resume package or working directly with Mary Elizabeth, click to schedule a complimentary 15-minute call.