Financial Advisor I - Client Planning & Strategy

Greek Peak Mountain Resort; Salem (MA); On-site; USD 31,000 - 42,000; Full time

Job summary

First Community Bank is seeking a Financial Advisor I in Salem, MA to provide tailored financial advice, support branch operations, and maintain client accounts in alignment with regulatory requirements and licensing standards.

You will work with Branch Manager and other Advisors to gather client information, develop strategies, and monitor plan performance while expanding client relationships and services.

Qualifications

• Bachelor’s degree or equivalent education required or with applicable work experience.
• Licensing to sell financial products preferred (Series 6/7/63/65, state life/health insurance).
• CFP® or similar designation preferred.
• Strong knowledge of financial markets and investment strategies.
• Excellent verbal and written communication and customer service skills.

Responsibilities

• Meet with clients to gather and assess financial information for planning.
• Develop strategies to help clients meet financial goals.
• Monitor plan performance and realign investments as needed.
• Maintain knowledge of investment trends and opportunities.
• Assist FAs/Branch Manager with account paperwork and client files.
• Refer clients to other bank services and ensure regulatory compliance.

Skills

Communication skills

Analytical skills

Customer service

Brokerage platforms

Office software

Detail-oriented

Education

Bachelor's degree or equivalent

CFP or similar designation

Licenses ( Series 6/7/63/65, etc.)

Tools

Brokerage platforms

Office software

Job description

First Community Bank is seeking a Financial Advisor I in Salem, MA to provide tailored financial advice, support branch operations, and maintain client accounts in alignment with regulatory requirements and licensing standards.

You will work with Branch Manager and other Advisors to gather client information, develop strategies, and monitor plan performance while expanding client relationships and services.