Wealth Advisor & Financial Planning Specialist

Make Your Move; Salem (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) match

Tuition reimbursement

Employee referral program

Job summary

Salem Five is seeking an Investment Advisor to work with bankers, delivering financial planning, retirement, and education strategies to clients in a virtual and branch setting. You will coordinate with Wealth Management to tailor each solution and grow client relationships.

Requires a Bachelor's degree and 3–5 years' experience, with FINRA Series 7/66 licenses (or 63/65) and Massachusetts life licenses. CFP preferred. We offer comprehensive benefits and a competitive salary.

Qualifications

• Bachelor's degree and 3–5 years' related experience.
• FINRA Series 7 and 66 licenses (or 63/65) required.
• CFP preferred, but not required.
• Massachusetts Driver's License required.

Responsibilities

• Lead client investment meetings and financial reviews, including retirement and education planning.
• Provide unbiased financial recommendations and strategy to clients and refer complex needs to Wealth Consultants when appropriate.
• Develop new business and expand existing accounts in collaboration with Retail Partners and Wealth Management Officers.
• Maintain up-to-date knowledge of client needs, risk tolerance, and regulatory changes to ensure compliant, tailored solutions.

Skills

Financial advisory

Investment planning

Wealth management

Client relations

Regulatory compliance

Education

Bachelor's degree

FINRA Series 7/66 (or 63/65) licenses

Massachusetts Life Insurance Licenses

Job description

Salem Five is seeking an Investment Advisor to work with bankers, delivering financial planning, retirement, and education strategies to clients in a virtual and branch setting. You will coordinate with Wealth Management to tailor each solution and grow client relationships.

Requires a Bachelor's degree and 3–5 years' experience, with FINRA Series 7/66 licenses (or 63/65) and Massachusetts life licenses. CFP preferred. We offer comprehensive benefits and a competitive salary.