Financial Advisor | Wealth Management (Foxborough (Foxboro))

Financial Advisor — Retirement Planning | Foxborough, MA

WealthMax serves retiree and pre-retiree households in the greater Boston area. The firm's founder generates qualified prospects through live educational events and an active TV presence — not purchased leads, not cold lists. A six-person team supports operations and implementation. Your week stays focused on sitting across from clients, building comprehensive financial plans, and guiding implementation across retirement income, investments, tax-efficient strategies, insurance, and legacy planning.

This is an advisor seat for someone who wants to go deep with clients, not wide with a dialer.

Compensation: $80,000–$120,000 base salary + uncapped commissions and bonuses

What You Walk Into

• Prospects from live events and TV — the firm's public presence produces qualified retiree and pre-retiree households; you're not cold-calling or self-sourcing
• Comprehensive planning scope — retirement income, investments, risk management, tax efficiency, insurance, and legacy planning under one roof
• Six-person support team — operations and implementation handled so your time stays on advice and relationship building
• Growth trajectory — a firm that's actively scaling, with room for advisors who want to build alongside it

What We're Looking For

• Experience in a client-facing financial advisory role (Financial Advisor, Wealth Advisor, or equivalent)
• Background in retirement planning, investment planning, and relationship management
• Active licenses/registrations required for advisory business
• Track record of leading planning conversations through recommendation and implementation

Stands Out

• Experience serving retiree and pre-retiree households
• Insurance planning or implementation experience
• CFP designation (or in progress)

Ready to serve clients well and get paid accordingly? Apply or reach out directly!