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Financial Services Professional

1 month ago

Springfield, Massachusetts, United States Grenier Financial Services Full time
Job Overview

Grenier Financial Services is seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide investment advice and guidance on asset allocation and portfolio management
  • Collaborate with clients' other professional advisors to deliver holistic advice and recommendations
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible service

Requirements:

  • CFP designation and Series 7 license required
  • Strong financial planning experience and knowledge of investment products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary and bonus structure
  • Generous paid time off and holidays
  • 401k plan with employer match
  • Professional development opportunities