Finance Jobs in Concord, MA

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30d ago

Financial Advisor

Twelve Points Wealth Management Concord, MA

Concord, MA

30d ago Closed

$125k - $275k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 4, 2026).

Job Description

Client-facing Wealth Advisor role in Concord, MA at Twelve Points Wealth Management, focused on managing and growing an existing book of 100–150 households with ongoing financial planning and investment guidance.

Responsibilities

Act as the lead advisor for a defined client group, delivering ongoing financial planning and investment guidance
Build and maintain long-term, trust-based relationships with clients and their families
Design, implement, and regularly update comprehensive financial plans covering investments, retirement, estate, and tax considerations
Collaborate with internal investment and planning professionals to deliver coordinated, high-quality advice
Coordinate with clients’ external advisors (CPAs, attorneys) to ensure an integrated approach
Identify and pursue organic growth opportunities through client referrals and expanding wallet share
Stay informed on industry developments and uphold regulatory compliance

Requirements

Minimum 10 years of experience as a client-facing advisor
Strong knowledge of investments, financial planning, and wealth management strategies
Ability to explain complex concepts clearly and confidently to clients
Proven relationship-management track record with high-net-worth clients
Excellent organizational skills and meticulous attention to detail

Technologies

MoneyGuidePro
eMoney
Schwab
Fidelity
Microsoft Office Suite (Word, Excel, PowerPoint)

Benefits

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

How we work

Advisor Pod structure with a Senior Relationship Manager backing each advisor to enable focus on clients, advice, and growth

Why Twelve Points

Privately held, successful, steadily growing, with a caring, long-term team
Competitive compensation with a $125,000 base and potential for a share of client fees; the right candidate can reach $225,000–$275,000 quickly
Excellent benefits
Strong opportunities for professional development and advancement
Great work-life balance
A distinctive, collaborative culture that stands apart from typical wealth management firms

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