Financial Planning Specialist

1 month ago


Norwell, Massachusetts, United States South Shore Investment Services Full time
About South Shore Investment Services

We are a comprehensive financial planning firm dedicated to providing expert guidance to individuals, families, and business owners in the region.

Job Description

As a Financial Advisor at South Shore Investment Services, you will be responsible for delivering tailored financial planning, retirement planning, investment management, and financial advisory services to our clients on a daily basis.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert guidance on investment management and retirement planning
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Analyze complex financial data to inform strategic decisions
  • Communicate complex financial concepts to clients in a clear and concise manner
Requirements
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work effectively in a team environment
  • Certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Business, or related field


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