Title: Financial Advisor
Location: Westborough, MA (3 days onsite)
Salary: (80K-120K) + Bonus
Qualifications
Benefits
Responsibilities
Job description
Description
Established Metrowest Registered Investment Advisory firm seeking a Financial Advisor to develop, maintain, and deepen client relationships with strong service and sound advice. The ideal candidate will have previous experience in the financial planning field and an ability to work both independently and in a team environment.
Responsibilities
⢠Serve as lead advisor to new and existing clients of the firm
⢠Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan
⢠Manage client relationships, providing the highest level of service and support
⢠Communicate with clients over the phone, via email and in person at regular review meetings
⢠Work with clients to develop and maintain financial plans
⢠Consult with clients about their allocations and investment strategies as they evolve over time
⢠Maintain a high level of organization in a fast-paced environment
⢠Maintain Investment Policy Statements for client portfolios and review related investment strategy decisions with the firmâs Portfolio Managers
⢠Contact clients periodically to determine any changes in their financial status
⢠Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
⢠Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
⢠Perform other related duties as required
Requirements
⢠Resourcefulness and high levels of self-motivation
⢠Possess a true desire to help others achieve their financial goals
⢠Exhibit strong time management and organizational skills
⢠Dedicated team player with strong follow up, communication, and presentation skills
⢠Being aware of othersâ reactions and understanding why they react as they do
⢠Strong Microsoft Office skills are required
Education, Training & Experience
⢠At least three years of relevant industry experience required
⢠Bachelorâs degree required, with concentration in accounting, finance, economics, or related field preferred
⢠CERTIFIED FINANCIAL PLANNER designation preferred but not required. At a minimum, a strong willingness work diligently through the CFP curriculum to attain the designation is required
⢠Experience with Money Guide Pro or other financial planning software is a plus
Benefits
⢠401(k)
⢠401(k) matching
⢠Dental insurance
⢠Disability insurance
⢠Employee assistance program
⢠Flexible spending account
⢠Health insurance
⢠Health savings account
⢠Life insurance
⢠Paid sick time
⢠Paid time off
⢠Parental leave
⢠Vision insurance
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The mission of Complete Staffing Solutions is to provide our clients with access to the best and brightest talent available. We offer comprehensive solutions that will increase productivity and empower our clients and their employees to achieve their goals and experience the highest level of success possible. Our specialists focus on permanent and consulting services where our proven experience is unmatched in the marketplace.
Every candidate represented by Complete Staffing Solutions is thoroughly interviewed in person and evaluated (including reference checks) before joining your team. Our thorough interview process ensures that a candidate’s skills, experience and personality are well matched to each job and to the culture of the hiring organization. The success of our clients and our candidates is supremely important to us, and Complete Staffing has an unparalleled customer service approach that has proven to be an integral part of our success. We promise to make your staffing needs our number one priority.
Complete Staffing Solutions is a premier finance, accounting & administrative staffing firm that has been in business for over 25 years. We have the resources, experience and expertise required to coordinate the ideal match between hiring organization and candidate. We have a dedicated permanent placement team that focuses on Finance, Accounting, and Healthcare roles across a multitude of industries. Our temporary staffing consultants offer a wide array of industry knowledge that ranges from accounting/finance to healthcare/administrative and beyond. Here at Complete Staffing, we are confident that our team of committed professionals will provide your company with top-tier talent and be a proven resource to contribute to the immediate and long-term success of your business.