Financial Advisor | Client-Focused Growth & Hybrid Work

Grenier Financial Services; Springfield (MA); Presencial; USD 90 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) plan

Paid time off and holidays

Work from home half-day Fridays in the summer

Opportunities for growth

Positive work environment

Resumo da oferta

Grenier Financial Services is seeking a full-time Financial Advisor to join our Springfield, MA team. You will be essential in guiding clients through financial planning, from discovery to ongoing support. The ideal candidate is analytical, client-centric, and possesses strong interpersonal skills.

This role offers growth opportunities and a chance to contribute to an exceptional client care environment, with a salary range of $90,000 to $120,000. A professional demeanor, analytical skills, and relevant licenses are required.

Qualificações

• Professional demeanor with strong client-facing experience.
• Experience in financial planning, wealth management, and advisory services.
• Strong analytical skills with the ability to synthesize complex information.
• Series 7 license required; State health, life, disability, and variable annuity licenses preferred.
• CFP designation helpful.

Responsabilidades

• Serve as the primary advisor for assigned client relationships.
• Conduct discovery meetings and ongoing check-ins to identify needs.
• Gather and analyze client financial data to develop comprehensive plans.
• Uphold confidentiality and adhere to industry regulations.

Conhecimentos

Client-facing experience

Financial planning

Analytical skills

Communication skills

Microsoft Office Suite proficiency

Attention to detail

Motivation to work independently

Formação académica

Bachelor’s degree in finance, business, or economics

Ferramentas

Financial planning software

Descrição da oferta de emprego

Grenier Financial Services is seeking a full-time Financial Advisor to join our Springfield, MA team. You will be essential in guiding clients through financial planning, from discovery to ongoing support. The ideal candidate is analytical, client-centric, and possesses strong interpersonal skills.

This role offers growth opportunities and a chance to contribute to an exceptional client care environment, with a salary range of $90,000 to $120,000. A professional demeanor, analytical skills, and relevant licenses are required.