Wealth Management Advisor

3 weeks ago


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

Grenier Financial Services is a dynamic and growing firm that offers a wide range of financial services to individuals and families. We are seeking a highly skilled and motivated Wealth Management Advisor to join our team.

As a Wealth Management Advisor, you will be responsible for providing top-notch financial planning and investment advice to our clients. You will work closely with clients to understand their financial goals and objectives, and develop personalized financial plans to help them achieve those goals.

Key responsibilities will include:

  • Providing expert advice on investment, tax, and estate planning
  • Developing and implementing comprehensive financial plans for clients
  • Collaborating with other professionals to deliver holistic advice and service
  • Staying up-to-date with industry developments and trends

We are looking for an individual who is passionate about helping others achieve their financial goals. If you have excellent communication skills, a strong analytical mind, and a keen eye for detail, we want to hear from you

About the Role

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment, tax, and estate planning
  • Collaborate with other professionals to deliver holistic advice and service
  • Stay up-to-date with industry developments and trends
  • Contribute to the growth and development of the firm

Requirements

  • CFP designation or equivalent experience
  • Series 7 license and state health, life, disability, and variable annuity licenses
  • Strong computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint
  • Excellent oral, written, and interpersonal communication skills
  • Impeccable ability to maintain confidentiality and integrity
  • Effective follow-up skills and ability to meet deadlines
  • Flawless attention to detail and accuracy

Benefits

  • Vacation: 3 weeks to start, 4 weeks at year 10
  • Generous paid sick time
  • 401k with 4% employer match
  • 1 floating day per year
  • Flexible work arrangements, including remote work options

Compensation

$120,000 - $130,000, based on experience and ability, plus bonus



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