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Located in Waltham, MA
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.
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