Junior Financial Advisor — Hybrid Role with Growth Path

Foley/Connelly Financial Partners; West Springfield (MA); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Foley/Connelly Financial Partners in West Springfield, MA seeks a Junior Associate to join a team-based regional firm. The full-time, hybrid role supports senior advisors with client service, data analysis, documentation, and follow-up communications.

The ideal candidate will have FINRA licenses (Series 7 and 66 or 7/63/65), strong client service skills, and at least 1 year in financial services. Familiarity with CRM and spreadsheets is valuable.

Qualifications

• FINRA tests Series 7 and Series 66, or Series 7 and Series 63 & 65; Life and Health licenses.
• Strong client service and communication skills for professional client interactions.
• Excellent organizational and administrative abilities with deadlines.
• Technical skills including spreadsheets, CRM use, and learning firm systems.
• Commitment to confidentiality, regulatory compliance, and accurate records.
• Hybrid work capability: in-office and remote collaboration.
• Minimum 1 year of experience in financial services or related field.

Responsibilities

• Support senior advisors with day-to-day client service tasks.
• Prepare documents, input and analyze client data, take accurate notes.
• Maintain records, process account requests, and prepare presentations.
• Assist with marketing and outreach and ensure regulatory compliance.

Skills

Client service

Communication

Documentation

Regulatory compliance

Team collaboration

Hybrid work

Attention to detail

Time management

Financial services

Tools

CRM

Spreadsheet

Job description

Foley/Connelly Financial Partners in West Springfield, MA seeks a Junior Associate to join a team-based regional firm. The full-time, hybrid role supports senior advisors with client service, data analysis, documentation, and follow-up communications.

The ideal candidate will have FINRA licenses (Series 7 and 66 or 7/63/65), strong client service skills, and at least 1 year in financial services. Familiarity with CRM and spreadsheets is valuable.