Senior Financial Advisor - Remote - WFH -

Get It - Finance

Holyoke, MA

About Us:

We are a dedicated financial services organization committed to helping our clients achieve clarity, leverage, and financial independence. With a rich history dating back to 1901, we focus on fostering a collaborative culture that supports both personal and professional development. Headquartered in Boston, MA, and with 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to bring the best to our clients every day.

Responsibilities:

We are seeking a Senior Financial Advisor to join our successful, established practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work. In this position, you will provide financial planning advice, expertise in finance, retirement planning strategies, and investment recommendations to our clients. You will collaborate closely with clients and the Senior Advisor on our team to help them achieve their financial goals and secure their financial future.

Requirements:

A minimum of 2 years of experience in Financial Planning or as a Financial Advisor
Strong expertise in finance and investments
Proven experience in retirement planning strategies
Excellent analytical and problem-solving skills
Outstanding communication and interpersonal abilities
Relevant certifications such as CFP, CFA, or equivalent are a plus
A Bachelor's or Master's degree in Finance, Economics, Business, or a related field
Employment Type: Full-Time
Salary: $ 125,000.00 Per Year

Posted 2025-08-07

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