Join The Team

Are you a financial advisor who has found that they have gotten as far as they can get on their own? Do you want to be part of a team with a successful track record and a workflow/process for everything?

Let us help you take your business to the next level! We are actively seeking a Financial Advisor to join our growing team. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, delighting our clients and embracing our team culture. The ideal candidate must also be devoted to our commitment to care deeply about our clients and their financial lives.

Knowledge, Skills & Abilities:

• Have a minimum of 3-5 years of experience
• Be focused on scaling up their business
• Be willing to adopt and learn new technology
• Lead with financial planning
• “Get it” when it comes to the importance of workflows and is detail-orientated
• Be a CFP ®, a CFP ® candidate or an interest in obtaining the designation
• Be willing to train in our Burlington, MA office
• Compensation structure negotiable: W-2 or 1099; subject to discussion based on experience, skill sets, designation, etc.
• For full-time W-2 employees, benefits include:
  • 3% non-elective employer contribution to 401(k) plus discretionary profit sharing
  • Blue Cross Blue Shield Health & Dental insurance
  • Annual professional development budget: Lead advisor will co-curate your development plan and the firm will sponsor your training and participation in courses, conferences, and other opportunities that are appropriate for your role and development.
  • 10 days of paid vacation (increases with tenure)
  • 12 paid holidays
  • Paid sick leave

In addition, the ideal candidate will possess the following attributes:

• Outgoing, optimistic, and engaging personality
• Willingness to adopt and learn new technology
• Work effectively both individually and as a team
• Be able to handle a diverse task list and workload
• Ability to manage multiple priorities and effectively prioritize
• Motivated self-starter who takes initiative and can work independently
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks

About SMB Financial Strategies, LLC

SMB is a growing, dynamic and advice focused financial planning firm located in Burlington, MA. We pride ourselves on having a positive, supportive and energetic office, where we are focused on our team members and our clients’ growth. Our services are comprehensive and cover all aspects of our client’s financial lives, which includes: retirement and education planning, investment management, estate and tax planning, etc. We are passionate about helping our clients reach their financial goals, and are looking for a team member who truly cares about people and thrives in an environment where they are providing clients with excellent service. We are currently building our amazing team to support the growth of our clients as well as increase the adoption of new technologies.  

Please submit a cover letter along with your resume to sarin.barsoumian@lpl.com and let us know why you believe you would be right for this role.