Financial Advisor

The Misch Group; Newton (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Dental and Vision Insurance

401k with match

PTO

Job summary

A fast-growing financial services firm located in Newton, MA is looking for a highly motivated Financial Advisor to join its team. The candidate will provide comprehensive financial planning and investment management services, build strong client relationships, and manage a book of business while ensuring compliance with regulatory requirements. The position requires at least 3-5 years of experience and relevant licenses, along with strong interpersonal skills.

Qualifications

• Minimum of 3-5 years of experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Strong understanding of financial planning principles and investment strategies.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Provide ongoing financial advice and adapt strategies for clients.
• Build and maintain strong client relationships.

Skills

Client relationship management

Financial planning

Market research

Regulatory compliance

Networking

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

CRM systems

Job description

Financial Advisor

Location: Newton, MA

Job Summary:

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Responsibilities:

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm's client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Qualifications:

• Minimum of 3-5 years of experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business highly preferred.
• Strong understanding of financial planning principles, investment strategies, and insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain client relationships.
• Self-motivated, results-oriented, and able to work independently.
• Bachelor's degree in finance, economics, or a related field preferred.
• Proficient with financial planning software and CRM systems.

Benefits:

Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.