Associate Financial Advisor

Foley/Connelly Financial Partners; West Springfield (MA); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Foley/Connelly Financial Partners in West Springfield, MA seeks a Junior Associate to join a team-based regional firm. The full-time, hybrid role supports senior advisors with client service, data analysis, documentation, and follow-up communications.

The ideal candidate will have FINRA licenses (Series 7 and 66 or 7/63/65), strong client service skills, and at least 1 year in financial services. Familiarity with CRM and spreadsheets is valuable.

Qualifications

• FINRA tests Series 7 and Series 66, or Series 7 and Series 63 & 65; Life and Health licenses.
• Strong client service and communication skills for professional client interactions.
• Excellent organizational and administrative abilities with deadlines.
• Technical skills including spreadsheets, CRM use, and learning firm systems.
• Commitment to confidentiality, regulatory compliance, and accurate records.
• Hybrid work capability: in-office and remote collaboration.
• Minimum 1 year of experience in financial services or related field.

Responsibilities

• Support senior advisors with day-to-day client service tasks.
• Prepare documents, input and analyze client data, take accurate notes.
• Maintain records, process account requests, and prepare presentations.
• Assist with marketing and outreach and ensure regulatory compliance.

Skills

Client service

Communication

Documentation

Regulatory compliance

Team collaboration

Hybrid work

Attention to detail

Time management

Financial services

Tools

CRM

Spreadsheet

Job description

Company Description

Foley/Connelly Financial Partners is a small regional firm specializing in financial services, planning, retirement plans, and insurance. The team-based approach focuses on financial planning and investment management, in addition to advanced insurance planning and estate planning. The firm uses Kestra as its Broker/Dealer and Registered Investment Advisor, but is independent and has synergies with providers of group life and health and property & liability insurance as well. We seek an associate with existing experience to fit into a team-based approach with the firm's current clients and to financially support that associate in building their own book of clients.

Role Description

The Junior Associate is a full-time, hybrid role based in West Springfield, MA. This role supports the senior advisors with day-to-day client service tasks, including preparing documents, inputting and analyzing client data, taking accurate notes, and follow-up communications. The Junior Associate helps maintain records, processes account requests, and helps prepare presentations and product sales. Responsibilities may also include gathering information from clients, supporting marketing and outreach activities, and ensuring all work adheres to regulatory and firm compliance standards. The position offers growth in financial planning, product knowledge, and financial strategies through a professional, ensemble environment.

An ideal candidate is from the Western Massachusetts or Central/Northern Connecticut region, with a good network of family, friends, and community ties.

Qualifications

• FINRA tests Series 7 and Series 66, or Series 7 and Series 63 & 65. Life and Health insurance licenses.
• Good client service and communication skills, including the ability to interact professionally with clients, advisors, and other professionals in related fields.
• Organizational and administrative skills such as attention to detail, time management, and the ability to manage multiple tasks and deadlines.
• Technical skills, including spreadsheet proficiency, CRM use, and the ability to learn firm-specific systems.
• Strong ethical standards and commitment to confidentiality, regulatory compliance, and accurate documentation.
• Ability to work effectively in a hybrid environment, collaborating in-office and independently from home.
• At least 1 year of experience in financial services or a related field