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.

Jobs in Plymouth

Wealth Management Advisor