Lead Financial Advisor – In-Office (Warwick)

Massey And Associates, Inc.; Warwick (RI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) matching

Continuous learning

Generous paid time off

Team building activities

Job summary

Massey And Associates, Inc. in Warwick, RI is seeking a Lead Financial Advisor to develop new client relationships and provide ongoing service for retirement and investment planning.

This in-office role emphasizes meeting prospects, delivering personalized guidance, and making recommendations to help clients reach their goals. Strong interpersonal and analytical skills, high organization, and ability to manage multiple priorities are essential; RI Health and Life license and Series 65/66 are

Qualifications

• 3 years of experience in the financial industry.
• RI Health and Life License required.
• Series 65 or 66 required.
• Working knowledge of computers and financial software.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managed money.
• Provide financial planning advice including investments, insurance, and retirement.

Skills

Interpersonal skills

Organized

Follow-through

Quick learner

Prioritization

Education

RI Health and Life License

Series 65 or 66 License

Job description

Massey And Associates, Inc. in Warwick, RI is seeking a Lead Financial Advisor to develop new client relationships and provide ongoing service for retirement and investment planning.

This in-office role emphasizes meeting prospects, delivering personalized guidance, and making recommendations to help clients reach their goals. Strong interpersonal and analytical skills, high organization, and ability to manage multiple priorities are essential; RI Health and Life license and Series 65/66 are