Wealth Management Advisor
3 weeks ago
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
-
Wealth Management Professional
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeOpportunity OverviewGrenier Financial Services is searching for a skilled Financial Services Specialist to lead our client-facing initiatives. As a trusted advisor, you will help clients achieve their long-term financial objectives through expert guidance and support.We are looking for a talented professional who can deliver high-quality financial planning...
-
Private Wealth Strategist
3 days ago
Springfield, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full timeThe Head of Private Wealth & Trust Investments plays a critical role in shaping the investment strategy and direction of MassMutual Private Wealth & Trust Company. This position requires a unique blend of investment expertise, leadership acumen, and relationship-building skills.Key ResponsibilitiesThe ideal candidate will be responsible for:• Defining and...
-
Portfolio Management Director
2 days ago
Springfield, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full timeIn this pivotal role, you will lead the investment efforts of MassMutual Private Wealth & Trust Company, driving strategic decision-making and fostering collaborative relationships with key stakeholders.Primary ResponsibilitiesThe successful candidate will be responsible for:• Developing and executing the investment philosophy and strategy, ensuring...
-
Financial Planner
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeJob OverviewGrenier Financial Advisors is seeking an experienced Financial Advisor to join our team. As a key member of our organization, you will work closely with clients to provide personalized financial planning and wealth management services.The ideal candidate will possess excellent communication and interpersonal skills, as well as a strong...
-
Investment Leader
2 days ago
Springfield, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full timeOverviewMassachusetts Mutual Life Insurance Company is a leading provider of financial services, with a rich history dating back to 1851. As a company-owned by our policyowners, we prioritize customer satisfaction and strive to put customers first.Job SummaryWe are seeking an exceptional Investment Leader to oversee investment-related operations within...
-
Senior Legal Advisor
7 hours ago
Springfield, Massachusetts, United States Vetcove Full timeVetcove OverviewVetcove is a dynamic and innovative company seeking an experienced Senior Legal Advisor to join its legal team.Key ResponsibilitiesThe successful candidate will be responsible for reviewing and negotiating commercial contracts across various business functions, providing legal advice to support business partners, and assisting with new...
-
Financial Services Specialist
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeJob SummaryGrenier Financial Services is seeking an experienced Financial Planner to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and investment advice to clients, as well as contributing to the growth and development of the firm.Key ResponsibilitiesDevelop and implement...
-
Investment Planning Expert
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeCareer OpportunitiesGrenier Financial Services is a leading provider of wealth management solutions, and we are seeking talented professionals to join our team. As a Financial Advisor, you will play a key role in developing and implementing financial plans that meet the unique needs and goals of our clients.About the PositionThis is an excellent opportunity...
-
Client Experience Professional
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeGrenier Financial Services is a full-service financial planning and investment firm located in the heart of downtown Springfield, MA. We pride ourselves on listening to our clients' visions and designing customized financial plans that span wealth building, retirement, investment, educational savings, and estate planning.Job SummaryWe are seeking a Client...
-
Financial Services Specialist
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeClient Relationship ManagerGrenier Financial Services is seeking an experienced Client Relationship Manager to lead our client-facing initiatives. As a trusted advisor, you will help clients achieve their long-term financial objectives through expert guidance and support.We are looking for a talented professional who can deliver high-quality financial...
-
Professional Financial Services Representative
4 weeks ago
West Springfield, Massachusetts, United States Edward Jones Full timeBuild a Thriving Career as a Financial Advisor at Edward JonesEarn a competitive estimated salary range of $38,500 - $100,000 in the first four years as you develop your skills and grow your client base.About the RoleWe're seeking ambitious and self-motivated individuals to join our team as Financial Advisors. As a key member of our team, you'll have the...
-
Financial Career Builder
2 days ago
West Springfield, Massachusetts, United States Edward Jones Full timeAbout UsAt Edward Jones, we're proud to be a financial services firm that values people above all else. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to building a place where everyone feels like they belong.Company OverviewWe partner with clients to help them achieve their long-term financial goals,...
-
Service Manager Leadership Role
2 days ago
Springfield, Massachusetts, United States Bertera Auto Group Full timeService Manager OpportunityBertera Auto Group is seeking an experienced Service Manager to lead our service department and drive business growth.About the RoleThe successful candidate will have a minimum of 3 years of experience in a similar role within the automotive industry and possess excellent leadership and communication skills.Key ResponsibilitiesThe...
-
Chrysler Dodge Jeep Ram Operations Manager
2 days ago
West Springfield, Massachusetts, United States Bertera Auto Full timeBertera Auto is currently looking for a Chrysler Dodge Jeep Ram Operations Manager to lead our service department. In this role, you will be responsible for overseeing the daily operations of the service department, managing a team of technicians and service advisors, and ensuring customer satisfaction.Responsibilities include:Managing a team of technicians...
-
Leadership Growth Advisor
3 weeks ago
Springfield, Massachusetts, United States Fisher Agencies American Income Full timeCareer OverviewFisher Agencies American Industry is seeking a skilled Remote Client Service Manager to lead and inspire a remote team. As a key member of our team, you will be responsible for delivering exceptional client satisfaction, using virtual tools to effectively manage and support team members, and implementing best practices to improve service...
-
Financial Planner
3 weeks ago
Springfield, Massachusetts, United States Grenier Financial Services Full timeJob OverviewGrenier Financial Services is seeking an experienced Financial Advisor to join our team. This role involves providing comprehensive financial planning and investment advice to clients, as well as contributing to the growth and development of the firm.Key ResponsibilitiesDevelop and implement personalized financial plans for clientsProvide ongoing...
-
Senior HR Business Advisor
3 weeks ago
Springfield, Massachusetts, United States The MH Group Full timeJob OverviewWe are seeking a highly skilled Senior HR Business Partner to join our team at The MH Group. As an integral part of our organization, this role will provide strategic guidance and support to all levels of management, ensuring compliance with company policies and procedures.
-
Senior Sales Strategist
4 days ago
Springfield, Massachusetts, United States MassMutual Careers Full timeAbout the RoleThe Advanced Sales Consultant role involves collaborating with home office associates and field representatives to design solutions for selling MassMutual products and enhancing their value to clients by assisting in advanced concept sales and providing general legal and tax information.Key ResponsibilitiesCollaborate with advisors and brokers...
-
Hyundai Service Team Member
7 days ago
Springfield, Massachusetts, United States Balise Auto Full timeRole Summary:Join our dynamic team as a Service Advisor at Balise Auto and take the first step towards a rewarding career in the automotive industry. As a key member of our service team, you will be responsible for providing exceptional customer service and driving sales growth.Responsibilities:* Meet and greet with customers to discuss their vehicle needs...
-
Springfield, Massachusetts, United States Bertera Auto Group Full timeChrysler Dodge Jeep Ram Service ManagerWe are seeking a seasoned professional to oversee our service department and drive business success.About the RoleThe ideal candidate will have a strong background in managing teams and operations within the automotive industry. Key responsibilities include:Leading day-to-day operations of the service department to...