Wealth Advisor & Planner: Client-Focused Financial Planning

Grenier Financial Advisors; Springfield (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Grenier Financial Advisors, a downtown Springfield, MA financial planning and investment advisory firm, seeks a Financial Advisor/Financial Planner to serve as the primary advisor for client relationships and to support comprehensive financial planning, investment strategy, and ongoing client service. This on-site role offers growth, increased responsibility, and long-term career development.

The successful candidate will develop financial plans, present recommendations, manage onboarding, and

Responsibilities

• Serve as the primary advisor for assigned clients
• Conduct discovery meetings, annual reviews, and ongoing check-ins
• Provide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
• Deliver a consistent, high-quality client experience aligned with firm standards
• Manage client onboarding, documentation, and follow-up communication
• Gather and analyze client financial data
• Develop comprehensive financial plans using planning software (RightCapital, eMoney, MoneyGuidePro)
• Prepare and present planning recommendations in clear, actionable formats
• Conduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
• Update plans based on life changes, market conditions, or regulatory updates
• Support investment management activities in collaboration with the principal
• Review portfolio allocations, performance reports, and investment recommendations
• Assist with research, due diligence, and investment strategy alignment
• Ensure client portfolios reflect firm philosophy and risk tolerance
• Work closely with the principal to ensure consistent messaging and planning methodology
• Mentor and train team members in financial planning processes

Job description

Grenier Financial Advisors, a downtown Springfield, MA financial planning and investment advisory firm, seeks a Financial Advisor/Financial Planner to serve as the primary advisor for client relationships and to support comprehensive financial planning, investment strategy, and ongoing client service. This on-site role offers growth, increased responsibility, and long-term career development.

The successful candidate will develop financial plans, present recommendations, manage onboarding, and