Financial Advisor — Build a Thriving Client Book

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

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.