Title: Financial Advisor
Location: Westborough, MA (3 days onsite)
Salary: (80K-120K) + Bonus
Qualifications
- The ideal candidate will have previous experience in the financial planning field and an ability to work both independently and in a team environment
- Resourcefulness and high levels of self-motivation
- Possess a true desire to help others achieve their financial goals
- Exhibit strong time management and organizational skills
- Dedicated team player with strong follow up, communication, and presentation skills
- Being aware of others’ reactions and understanding why they react as they do
- Strong Microsoft Office skills are required
- At least three years of relevant industry experience required
- At a minimum, a strong willingness work diligently through the CFP curriculum to attain the designation is required
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Parental leave
- Vision insurance
Responsibilities
- Established Metrowest Registered Investment Advisory firm seeking a Financial Advisor to develop, maintain, and deepen client relationships with strong service and sound advice
- Serve as lead advisor to new and existing clients of the firm
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan
- Manage client relationships, providing the highest level of service and support
- Communicate with clients over the phone, via email and in person at regular review meetings
- Work with clients to develop and maintain financial plans
- Consult with clients about their allocations and investment strategies as they evolve over time
- Maintain a high level of organization in a fast-paced environment
- Maintain Investment Policy Statements for client portfolios and review related investment strategy decisions with the firm’s Portfolio Managers
- Contact clients periodically to determine any changes in their financial status
- Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
- Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
- Perform other related duties as required
Job description
Description
Established Metrowest Registered Investment Advisory firm seeking a Financial Advisor to develop, maintain, and deepen client relationships with strong service and sound advice. The ideal candidate will have previous experience in the financial planning field and an ability to work both independently and in a team environment.
Responsibilities
• Serve as lead advisor to new and existing clients of the firm
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan
• Manage client relationships, providing the highest level of service and support
• Communicate with clients over the phone, via email and in person at regular review meetings
• Work with clients to develop and maintain financial plans
• Consult with clients about their allocations and investment strategies as they evolve over time
• Maintain a high level of organization in a fast-paced environment
• Maintain Investment Policy Statements for client portfolios and review related investment strategy decisions with the firm’s Portfolio Managers
• Contact clients periodically to determine any changes in their financial status
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
• Perform other related duties as required
Requirements
• Resourcefulness and high levels of self-motivation
• Possess a true desire to help others achieve their financial goals
• Exhibit strong time management and organizational skills
• Dedicated team player with strong follow up, communication, and presentation skills
• Being aware of others’ reactions and understanding why they react as they do
• Strong Microsoft Office skills are required
Education, Training & Experience
• At least three years of relevant industry experience required
• Bachelor’s degree required, with concentration in accounting, finance, economics, or related field preferred
• CERTIFIED FINANCIAL PLANNER™ designation preferred but not required. At a minimum, a strong willingness work diligently through the CFP curriculum to attain the designation is required
• Experience with Money Guide Pro or other financial planning software is a plus
Benefits
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Parental leave
• Vision insurance
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