Financial Advisor
On-siteNewton, Massachusetts, United States
Job Summary
Develop and implement personalized financial plans addressing clients' investment, retirement, estate, and insurance needs. Provide ongoing financial advice and support, adapting strategies to meet evolving goals while conducting thorough market research to identify opportunities. Build and maintain strong client relationships, acquire new business, and participate in networking activities to expand the firm's client base. Ensure compliance with all regulatory requirements and ethical standards while staying up-to-date on industry trends and product offerings. Requires a Series 65 or 66 license, Health and Life Insurance licenses, and 3-5 years of experience. Located in Newton, MA.
Required Qualifications
- Minimum of 3-5 years of experience as a Financial Advisor
- Active Series 65 or 66 license
- Active Health and Life Insurance licenses
- Strong understanding of financial planning principles, investment strategies, and insurance products
- Excellent communication, interpersonal, and presentation skills
- Proven ability to build and maintain client relationships
- Self-motivated, results-oriented, and able to work independently
- Bachelor's degree in finance, economics, or a related field
Desired Qualifications
- Established book of business
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