We are an independent RIA fee-based financial planning and investment management firm located in Danvers, MA. Our lean and mean team of 6 is looking to add a Wealth Manager who will take charge of their career and their income as they form meaningful, long-term relationships with clients helping them reach their financial goals.
The Expertise We Are Looking For:
3 to 10 years experience as a Wealth Manager
Someone who takes pride in their work and a willingness to work hard
Passionate about staying on the cutting edge of planning strategies and industry trends
Wealth Manager’s Position:
Meet with clients to assess their financial needs and develop customized solutions
Wholesale to six custodian branches to generate new business
Willingness to travel to custodian branches as needed (from Providence RI to Portland ME)
Become a contributing member of our Investment Committee
Contribute time and energy towards our firms marketing efforts
Competitive Salary and Commissions for new business
Health Insurance (75% employer subsidized)
To apply for this role, please submit your cover letter and resume describing what makes you truly unique in the marketplace and why you would be a great fit for this role, for our clients, and for our team.
Please no solicitors………including all headhunters and staffing companies.
About Stonehearth Capital Management
Trusted financial advisory firm helping families manage risk and identify opportunities for over 35 years is looking to add a Wealth Manager to our team.