WE ARE HIRING!
Independent Financial Advisor
Birch Financial Partners is a full-service fiduciary financial advisory firm located in Waltham, MA. Our mission is to deliver exceptional and personalized service to ensure all of our clients feel valued, exclusive and confident in their financial journeys. We seek to collaborate with motivated professionals who are passionate about making an impact in people's lives. We are equally committed to supporting our colleagues in achieving personal, professional, and financial growth.
Role Summary
The Independent Financial Advisor role is ideal for professionals who are entrepreneurial and want to offer comprehensive financial planning—beyond just investment brokerage, asset management or insurance—to help clients achieve their full financial potential. In this role, you will work directly with clients to provide personalized financial strategies, manage investments, navigate everyday and complex financial challenges, and design comprehensive financial plans. This hybrid role offers flexibility with both remote work and on-site collaboration at our Waltham MA office.
Responsibilities
Develop and manage financial plans tailored to individual client's needs.
Provide investment advice and portfolio management.
Guide clients on retirement, education, investment, tax, insurance and estate planning.
Perform regular assessments and ongoing financial planning and investment services.
Build and maintain long-term client relationships.
Stay informed on financial market trends and regulations.
Qualifications
Series 65 and Life Accident Health licenses required.
2+ years of financial advisory or financial industry related experience.
Strong knowledge of financial planning and investment strategies.
High entrepreneurial spirit, integrity, and resilience.
Excellent communication and interpersonal skills.
Ability to work independently and collaboratively.
Bachelor's degree in Finance, Economics, or related field.
Benefits
Hybrid work and schedule flexibility.
Above industry average compensation structure.
Uncapped earning and career potential.
Compensation and career accomplishment fully driven by efforts and results.
Robust marketing strategies including social media, webinar, financial clinic, and client appreciation campaigns.
Training and guidance from company founders.
Freedom to build and grow your own practice.
Building an impactful brand together with an experienced team.
Apply today to join Birch Financial Partners and help clients achieve financial success with personalized, fiduciary-driven advice.
© 2024 Birch Financial Partners
We are supported by McAdam LLC. McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of four offices in Philadelphia, Chicago, Boston, and Tysons Corner. McAdam LLC dba Birch Financial Partners is an SEC registered investment adviser that maintains a principal place of business in the State of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Mcadam LLC Dba Birch Financial Partners registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC dba Birch Financial Partners, a registered investment advisor. McAdam, LLC dba Birch Financial Partners and MAS are not affiliated entities.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.