Financial Advisor – SOUTH OF BOSTON - $
Distinguished financial advisory firm located south of Boston is seeing a Financial Advisor to assist them in helping clients achieve their financial goals. This is an excellent opportunity to join a small yet growing firm, and to play a key role in both the firms success and your own professional growth.
The Financial Advisor, Associate will establish new client relationships in addition to providing financial planning, advisory services, and support to a select group of existing clients. The Advisor has a unique opportunity to join an established business and continue to grow the business. Financial planning and advisory strategies provided to clients may include but are not limited to: risk and investment management, retirement planning, education funding, special needs planning, insurance products, and legacy and estate planning.
Our client is looking for:
A candidate with superb interpersonal communication skills, excellent relationship management skills, and most importantly the genuine desire to provide value to their clients. Someone who is very motivated to succeed with a rewarding career. This client will develop and train junior candidates, and will fully support and provide invaluable resources to established candidates. Applicants must have, be on track to have, or embark upon studies to earn their CERTIFIED FINANCIAL PLANNER™ certification.