Financial Advisor
Norman AlexBoston, Massachusetts, United States
Posted March 4, 2026
Full Time
About the Company
Norman Alex is a global consulting boutique founded in 1997 that specializes in executive search and corporate development across financial services, technology, and related sectors. With offices in major financial hubs—Monaco, Geneva, London, Luxembourg, Miami, Montevideo, Paris—and partners in Dubai and Singapore, the firm delivers customized solutions for recruitment, mergers, acquisitions, and strategic alliances worldwide. Its distinctive approach centers on the human dimension, ensuring that talent acquisition and integration are driven by people-first principles and specialized expertise. By combining deep industry knowledge with a global reach, Norman Alex helps clients navigate complex markets and build high-performance teams that stay ahead of competition.
Job Description
We are recruiting for a top tier advisor/team in the greater Boston market. This is an opportunity to work in a brokerage environment, with the backing of one of the country's largest private banks.
Requirements
- A global book of clients from $1500MM - $2BBMM+ in assets.
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
- Strong relationship management and team building skills; views team concept as critical to model.
Benefits
- Best deal bonus
- Grid pay-out
- Platform
- Work culture