Granite Wealth Management | Plymouth, Massachusetts (Hybrid)
About Granite Wealth Management
Granite Wealth Management is a boutique financial advisory firm based in Plymouth, Massachusetts, with over 30 years of investment advisory experience. Our disciplined investment approach incorporates Point and Figure technical analysis to identify and invest in the strongest market sectors and leading stocks, ETFs, and mutual funds within those sectors.
We pride ourselves on building deep, long‑term client relationships, taking the time to truly understand each client’s financial goals, values, and objectives. Our firm offers experienced leadership, a collaborative culture, and a built‑in prospecting and lead‑generation platform designed to support advisor growth.
Role Overview
We are seeking an experienced Wealth Management Advisor to join our team in a full‑time, hybrid capacity. This role is based in our Plymouth, MA office with flexibility for remote work.
The Wealth Management Advisor will be responsible for creating, implementing, and managing comprehensive financial plans, overseeing investment portfolios, and serving as a trusted advisor to clients. This is an excellent opportunity for an advisor who values autonomy, sophisticated investment strategies, and a boutique firm environment. $60,000 per year.
Key Responsibilities
- Develop and manage customized financial plans aligned to client goals
- Provide ongoing investment management and portfolio oversight
- Build, maintain, and grow long‑term client relationships
- Leverage Granite’s built‑in prospecting and lead‑generation platform
- Deliver a high‑touch, client‑first experience with exceptional service standards
Must‑Have Requirements (Non‑Negotiable)
Active Series 63 license
Portable book of business
- Minimum: $10M AUM
- Ideal: $10M–$25M AUM
- 3–5+ years of experience actively managing a client book
- Strong client relationship management and communication skills
- Commitment to high‑level customer service and fiduciary excellence
Preferred Qualifications
- Financial Planning and Retirement Planning experience
- Strong investment knowledge and portfolio management experience
- Background in Wealth Management Services or related finance fields
Why Granite
- Boutique firm with experienced, accessible leadership
- Built‑in prospecting and lead‑generation support
- Disciplined, differentiated investment philosophy
- Relationship‑driven culture with long‑term client focus
Additional Job Application Terms
This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.
We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.