Financial Advisor

1 month ago

Norwell, United States South Shore Investment Services Full time
Company Description

South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our clients.

Role Description

This is a full-time on-site role for a Financial Advisor at South Shore Investment Services in Norwell, MA. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment management, and financial advisory services to clients on a day-to-day basis.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Finance and Investments knowledge
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work effectively in a team environment
  • Certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Business, or related field

  • Financial Advisor

    3 weeks ago

    norwell, United States South Shore Investment Services Full time

    Company Description South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our...

  • Financial Advisor

    1 month ago

    norwell, United States South Shore Investment Services Full time

    Company Description South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our...

  • Financial Advisor

    6 days ago

    Norwell, MA, United States South Shore Investment Services Full time

    Company Description South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our...

  • Financial Advisor

    2 days ago

    Norwell, MA, United States South Shore Investment Services Full time

    Company DescriptionSouth Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our...

  • Financial Planning Specialist

    4 weeks ago

    Norwell, Massachusetts, United States South Shore Investment Services Full time

    About South Shore Investment ServicesWe are a comprehensive financial planning firm dedicated to providing expert guidance to individuals, families, and business owners in the region.Job DescriptionAs a Financial Advisor at South Shore Investment Services, you will be responsible for delivering tailored financial planning, retirement planning, investment...

  • Financial Representative Trainee

    4 weeks ago

    Norwell, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Senior Employee Benefits Consultant

    2 weeks ago

    Norwell, Massachusetts, United States NFP Full time

    We are seeking a highly skilled Senior Employee Benefits Consultant to join our team at NFP. In this role, you will be responsible for providing expert advice and guidance to clients on employee benefits and insurance matters.Key Responsibilities:Collaborate with clients and team members to meet their needs and deliver high-quality results.Manage and track...

  • Client Service Coordinator

    4 weeks ago

    Norwell, Massachusetts, United States NFP Full time

    About the RoleNFP, an Aon Company, is a leading provider of insurance and financial services. We are seeking a highly organized and detail-oriented Client Service Associate to join our team.Key ResponsibilitiesEnsure data integrity for client accounts and provide support to advisory staff on client data-related issues.Perform administrative duties, including...