Wealth Advisor

For Successful, Independent Wealth Management Firm

On Site

Pond St.., Concord, MA

Twelve Points Wealth Management

Enjoy Being a Big Fish in a Small Pond

Are you a wealth advisor who is tired of the workplace dynamics of a large "corporate type" wealth management firm?

Are you looking for a work environment where people genuinely like working together, and where work-life balance is something the owners of the company actually care about?

Are you looking for a place where advancement is not restricted by structured policies or politics?

We May be the Place for You!

Who we are and what we do...

We Do It All

For more than a decade, our well-respected private wealth management firm has provided high-net worth individuals and business owners, financial planning and wealth management services of a wide range, such as investment reviews, tax and insurance planning, estate planning, trust management, family wealth management and more. We are growing our team such that we have an exciting opportunity for an ambitious talented individual looking to join our amazing team!

We are not a grind-away-your-life company. We truly care about our employee’s work life balance.

Some of the Things We Care About…

Kindness ** Trustworthiness ** Courtesy ** Loyalty

In our relationships with clients, in our relationship with each other.

Workplace Culture Matters…

We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity.

The Challenge…
We are seeking a client-facing Wealth Advisor to manage and grow an existing book of relationships (approximately 100–150 households). This role is focused on deepening client relationships, driving organic growth, and delivering high-quality financial advice.

The right candidate is credible with clients, proactive in business development, and comfortable operating in a high-touch, fast-paced environment.

What You’ll Do

• Serve as lead advisor for a defined group of clients, delivering ongoing financial planning and investment guidance
• Develop and maintain long-term, trust-based relationships with clients and their families
• Create, implement, and update comprehensive financial plans, including investment, retirement, estate, and tax considerations
• Partner with internal investment and planning professionals to deliver coordinated, high-quality advice
• Collaborate with clients’ external advisors (CPAs, attorneys) to ensure an integrated approach
• Identify and pursue opportunities for organic growth, including client referrals and additional wallet share
• Stay current on industry developments and maintain regulatory compliance

How We Work
We operate in an Advisor Pod structure, where each advisor is supported by a Senior Relationship Manager. This allows advisors to focus on clients, advice, and growth, while leveraging team-based support for execution and service.

What You Bring

• 10+ years of experience as a client-facing advisor
• Strong knowledge of investments, financial planning, and wealth management strategies
• Ability to communicate complex concepts clearly and confidently to clients
• Proven relationship management skillswith high-net-worth clients
• Strong organizational skills and attention to detail

Preferred

• Licenses, series 65, 66, or SIE.
• CFP® designation a bonus
• Experience with MoneyGuidePro, eMoney or similar planning tools
• Familiarity with Schwab and Fidelity also a plus.
• Highly organized, detail-oriented, and adept at critical problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies.
• Commitment to integrity, excellence, and the highest standards of ethics

Why Twelve Points

· Privately held, highly successful, steadily growing, caring, long term team

Generous compensation of $125K base, plus share of client fees. The right person should be at $225K - $275K in short order. .

· Excellent Benefits

· Ample Professional Development and Advancement Opportunities

· Great Work-Life Balance

· We are not your average wealth management firm. We are so much more.

We would welcome your interest! Check us out at: www.twelvepoints.com

If interested, please submit resume through the Indeed portal TODAY!

Pay: $125,000.00 - $275,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Professional development assistance
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Financial Advisor: 2 years (Required)

License/Certification:

• Active series 7 (Required)

Work Location: In person