Financial Planning Specialist
3 weeks ago
Financial Planning Specialist
South Shore Retirement Services is a reputable Boston-based independent financial advisory firm seeking a skilled Financial Planning Specialist to join their dynamic team. As a key member of the advisory team, you will work closely with clients to develop and implement customized financial plans, providing expert advice on investment, insurance, and retirement strategies.
Key Responsibilities:
- Prepare and present financial plans to clients
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice on investment, insurance, and retirement
- Develop and manage strong client relationships
Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal, and management skills
- Excellent communication skills; both verbal and written
Benefits:
- Competitive salary: $90 to $110k
- Health Insurance
- Dental Insurance
- 401K
Work Environment:
- Monday to Friday
- 9:00 AM to 5:00 PM
At South Shore Retirement Services, we value our clients and strive to provide exceptional service. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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