Hiring: Associate Wealth Management Advisor Company: Sentry Hill Financial Advisors, Northwestern Mutual Location: Boston, MA Job Posted Time: 2026-09-10 11:42:02 Employment Type: Remote Target Skills & Keywords : CFP, Financial Planning, Sentry, Series 7, Wealth Management About the job Experience: •5 years’ experience in the financial planning industry. Required Skills: •· Foster and manage client relationships within a wealth management practice to ensure the proper level of service to continue the work and planning that was set forward by senior advisors/firm. •· Conduct reviews with clients to ensure all aspects of the financial plan are still relevant to the client's goals. Identify planning, investment and insurance opportunities as the client's needs evolve (or as the economy/market changes). •· Learn the firm’s planning and investment philosophy. This can initially be achieved by a playing “second chair” role in client meeting with the senior advisor. •· Gain connection with other potential clients by way of referrals within the book of business. The WMA should also spend a portion of their time seeking new clients for the practice by their own means. •· Conduct fact finders, plan presentations, and annual review meetings. •· Prepare and present comprehensive financial plans (retirement, investments, insurance, tax, estate planning). •· Conduct financial modeling, including retirement projections, and cash flow analysis. •· Participate in and lead portions of client meetings. Qualifications: •· Bachelor's Degree. •· 5 years’ experience in the financial planning industry. •· Series 7 and 63 (series 6 and 63 may be accepted with understanding of 7 and 65 being passed). •· CFP designation desired. •· Excellent written and verbal communication skills. •· Familiarity with Microsoft applications and data entry and information retrieval software. •· Strong critical thinking, financial analysis, and critical thinking skills required. •· Ability to manage multiple diverse projects and assignments in a timely and quality manner. •· Strong attention to detail with the ability to work with a high degree of accuracy. •· Demonstrated ability to maintain effective working relationships with clients. Compensation: •$110,000 - $190,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!