Client-Focused Financial Planner & Advisor

Pioneer Valley Financial Group; Ludlow (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

PV Financial Group is seeking a local financial advisor to build lasting client relationships, convert prospects into clients, and coordinate with professionals to help clients reach financial goals. You will gather data, analyze client needs, and develop comprehensive planning recommendations.

Responsibilities include presenting plans, implementing strategies, monitoring outcomes, and staying current with industry developments to ensure client success.

Qualifications

• BA or BS in business; CFP®, MBA or CPA designation a plus.
• FINRA securities registrations 7/63/65 or 66 are required.
• State Life and Health insurance licensing is required.
• 1–2 years of experience in financial services.

Responsibilities

• Build long-term client relationships and convert prospects into clients.
• Coordinate with affiliated professionals to help clients achieve financial goals.
• Develop and present financial planning recommendations and/or alternatives.
• Implement and monitor financial planning recommendations.
• Schedule and plan client meetings using the CRM system.
• Stay current on industry developments, regulatory changes, and client needs.

Skills

CFP certification

FINRA registrations (7/63/65/66)

Life & Health license

Financial planning

Investment products knowledge

MS Office

Financial planning software

Financial services experience

Business degree

Education

BA/BS in business

CFP/MBA/CPA designation

Tools

MS Office Suite

Financial planning software

Job description

PV Financial Group is seeking a local financial advisor to build lasting client relationships, convert prospects into clients, and coordinate with professionals to help clients reach financial goals. You will gather data, analyze client needs, and develop comprehensive planning recommendations.

Responsibilities include presenting plans, implementing strategies, monitoring outcomes, and staying current with industry developments to ensure client success.