14275901
Located in Waltham, MA
Job Full Description
Our client, a trusted leader in personal financial planning and insurance services with over 28 years of experience is expanding their team. They are looking for a dedicated Financial Advisor who is enthusiastic about helping clients achieve their financial goals.The ideal candidate is a driven professional with a solid foundation in financial planning and client management.
Key Responsibilities:
• Assess client’s financial needs and goals to provide tailored financial planning and investment advice.
• Develop and manage effective strategies for clients’ portfolios, ensuring alignment with their risk tolerance and investment objectives.
• Maintain and grow a client base by utilizing excellent customer service skills and proactive communication.
• Keep up-to-date with financial products and market trends to provide accurate and current advice.
• Collaborate with our team of financial advisors and support staff to share insights and improve client service delivery.
• Prepare and present detailed reports on the performance of client investments and adjustments as necessary.
• Ensure compliance with all regulatory requirements and internal policies.
Qualifications:
• Bachelor’s degree required. Additional certifications (such as CFP, CFA) are preferred but not required.
• Minimum of 1 year of experience in financial planning, wealth management, or a similar role.
Braintree, MA
2555
100 Grandview Road
Suite 216
Braintree, MA 02184
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