Financial Planning Specialist

3 weeks ago


Étreux, Hauts-de-France, United States South Shore Retirement Services Full time

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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