Financial Advisor at Stonehearth Capital Management

Trusted Advisory Firm Helping Families with their Finances for over 40-years

We are a 7-person independent, fee-based RIA wealth management firm located in Danvers, MA. Our team is looking for a financial advisor, financial planner, or wealth manager who values meaningful, long-term relationships with their clients, and the drive to help them reach their financial goals.

Our ideal candidate is an individual with an established book of business with the following characteristics:

• Around 50-clients (we need an advisor who has capacity to service about 150 total clients. A typical year brings about 25+ new clients, most of which would be introduced to you as their servicing advisor.
• Existing AUM of $10m - $30m (we are willing to pay you 75% of revenue on existing book). You can continue to own your existing book. All new clients would be owned by our firm and compensation would be fair and competitive. 
• Fee-based book of business preferred.
• Cannot have existing non-solicitation agreement.
• CFP® designation required.
• Previous work experience at an RIA preferred.

Here are some important details to know about the position:

• You would join our investment committee, led by a CFA with over 20+ years of managing money. We meet 2x per month.
• We provide financial planning and investment management services.
• We custody with Schwab.
• Primary software we use include: Redtail, eMoney & Orion.

Benefits include:

• Subsidized dental, vision & health (75% employer paid).
• Life insurance.
• 3-weeks starting PTO.
• 401k with 4% company match.
• Flex work schedule (min. 3-days in Danvers office)
• Phantom stock plan (participation begins 5

  th

  year)

To apply for this role, please submit your resume here on LinkedIn and forward your cover letter to Jena Santa Anna at Jena@stonehearthcapital.com describing why you would be great fit for this role, for our clients, and for our team.