Expert Financial Solutions Consultant

2 days ago


Springfield, Massachusetts, United States Grenier Financial Services Full time
About the Role

We are seeking a skilled Financial Advisor to join our team at Grenier Financial Services. As a Financial Advisor, you will be responsible for providing expert financial solutions to our clients, helping them achieve their financial goals and secure their financial future.

Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Analyze client data and provide recommendations on investment strategies, retirement planning, and tax optimization.
  • Maintain strong relationships with clients, ensuring excellent communication and service delivery.
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic advice and support.
  • Stay up-to-date with industry developments and best practices, ensuring expertise in areas such as estate planning, insurance, and taxation.
Requirements
  • Strong knowledge of financial planning principles, including investments, retirement planning, and tax optimization.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients.
  • Ability to analyze complex data and provide clear, actionable recommendations.
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint.
  • Series 7 license and state health, life, disability, and variable annuity licenses required.
  • CFP designation highly desirable.
What We Offer
  • A competitive salary range of $120,000 to $130,000, based on experience and performance.
  • Generous bonus structure, rewarding outstanding performance.
  • Comprehensive benefits package, including 401(k) with employer match, paid sick time, vacation, and holidays.
  • Opportunities for professional growth and development, including training and mentorship.
About Us

Grenier Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their financial goals. Our team of experts is committed to delivering exceptional service, expertise, and value to our clients.



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