Financial Advisor - Hybrid (Danvers, MA)

OneDigital; United States; Remote; USD 80,000 - 90,000; Full time

Job summary

OneDigital seeks a motivated Financial Advisor to join their Wealth Management team. This entry-level role focuses on client onboarding, investment strategies, and exceptional service delivery in a supportive, people-first culture. Ideal candidates are passionate about financial planning and committed to professional development.

Benefits

Health benefits

Retirement plans

Paid time off

Learning and development programs

Employee perks and discounts

Qualifications

• Experience of 2+ years in financial services or related field.
• Proficiency in financial products and tax laws.
• Strong oral and written communication skills.

Responsibilities

• Support client onboarding and documentation processes.
• Collaborate with senior advisors to create investment strategies.
• Monitor client portfolios and prepare performance reports.

Skills

Attention to detail

Teamwork

Client relations

Problem solving

Education

Bachelor’s degree in Finance

Economics or related field

Tools

Microsoft Excel

PowerPoint

CRM systems

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

At OneDigital, we are dedicated to helping individuals and families build, manage, and work toward their financial goals. Our team of experienced financial advisors offer personalized financial solutions with a focus on long-term relationships and trust. We are looking for a motivated Financial Advisor to join our growing Wealth Management team.

We are looking for someone who is passionate about exceeding client expectations and is a consummate team player. This candidate must be organized, attentive to details and a self-starter. We are also interested in a professional that is consistently looking to improve what we do and how we do it for the good of all and interested in advancing their career through professional development.

Essential Duties and Responsibilities (include but are not limited to):

The Financial Advisor will support our team of senior advisors in delivering exceptional financial planning and investment services to clients. This entry-level role is ideal for candidates with foundational knowledge in finance who are eager to learn and grow in a professional wealth management environment.

The Financial Advisor will join forces with the existing wealth management team members and share the following activities:

• Support client onboarding, documentation, and account setup.

• Assist in educational meetings to participants of retirement plans our retirement team advices on as part of our Work to Wealth initiative.

• Collaborate with senior advisors to develop investment strategies tailored to client goals.

• Participate in client meetings, taking notes and helping with follow-up tasks.

• Monitor client portfolios and prepare periodic performance reports.

• Stay current on financial products, tax laws, and industry trends.

• Ensure compliance with internal policies and regulatory requirements.

Qualifications, Skills and Requirements:

• Strong sense of accountability.

• Exemplify a “hospitality” attitude.

• Uphold the highest level of integrity and trust.

• Willingness to receive and apply constructive feedback as part of ongoing training focused on developing the skills necessary to succeed as a financial advisor.

• Demonstrate the values of teamwork, respect, and tolerance in all aspects of professional conduct.

• Be attentive, resourceful and solution oriented.

• Possess strong attention to detail and organization.

• Ability to handle multiple client requests/tasks and projects.

• Strong comfort level with technology and learning new programs.

• Possess excellent oral and written communication skills.

• Handle all sensitive and client information with respect and confidentiality.

• Team player with a high level of integrity and professionalism.

Education, Training and Experience:

• Bachelor’s degree in Finance, Economics or related field.
• 2+ years of experience in financial services, wealth management, or related field.
• Progress toward CFP certification is a plus.
• Excellent written and verbal communication.
• Proficiency in Microsoft Excel, PowerPoint, and CRM systems.

The typical base pay range for this role nationwide is $80,000.00 to $90,000.00 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!