Financial Advisor POST NUMBER: 473909
The Financial Advisor is responsible for providing personalized financial guidance to individual clients, helping them achieve their short? and long?term financial goals. This role focuses on client advisory, relationship management, and ongoing financial planning support while operating in a fiduciary capacity. The advisor will build trusted client relationships through proactive communication and tailored financial recommendations.
Responsibilities
- Serve as a primary point of contact for assigned clients, delivering ongoing financial advice and support
- Conduct client meetings to assess financial goals, risk tolerance, and investment objectives
- Develop and maintain personalized financial plans, including retirement, investment, and wealth strategies
- Monitor client portfolios and recommend adjustments based on market conditions and client needs
- Educate clients on financial products, strategies, and market trends in a clear and professional manner
- Maintain accurate client documentation and ensure compliance with regulatory requirements
- Collaborate with internal partners to deliver a seamless client experience
- Support client onboarding, account maintenance, and periodic reviews
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred
- Active Series 65 license required
- 1–3 years of experience in a financial advisory, wealth management, or client?facing financial role
- Strong client relationship and communication skills
- Ability to explain financial concepts to clients with varying levels of financial knowledge
- High level of professionalism, integrity, and attention to detail
Recommended Jobs
LICENSED SOCIAL WORKER - $5,000 SIGN ON BONUS
Job Description Job Description Come join this collaborative and innovated team. At Integritus Healthcare you will enjoy generous time off, exceptional health insurance and the ability to grow in…
New England Site Specialist
Playworks is the leading national nonprofit leveraging the power of play to bring out the best in every kid. Learn about the energetic, creative people working to ensure every kid has the chance to pl…
Customer Success Manager
Job Description Job Description About InvoiceCloud : InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces…
Van Sickle Academy Summer Internship
Van Sickle Summer Internship 2026 Academic Tutoring / Enrichment Support / Lifeskills Intern / Maintenance Description: Work with academic and enrichment teachers to support their summer teaching/…
DENTAL RADIOLOGY TECHNICIAN, Dept. of Oral & Maxillofacial Radiology
Primary commitment will be to make radiographs as prescribed for the GSDM patients including assistance of chairs where treatment planning is being conducted. Ensure completion of all radiographic pr…
Regional Dry Van Company Driver W2 Job in West Springfield, MA by American Trucking Group
Regional Dry Van Company Driver W2 - West Springfield, MA Are you a CDL-A driver in search of an OTR job that offers weekly home time and requires minimal physical effort? At American Trucking G…
Automotive Express Technician
Job Description Job Description Job Summary : We are looking for a Express Technician to join our growing team! The right candidate will have experience in quick automotive services. The day-to-…
CFD Geometry and Meshing Developer
Flexcompute is seeking an experienced software developer to contribute to the development of our meshing technology for computational fluid dynamics simulations that is designed for multi-node CPUs a…
Systems and Server Administrator
Job Description Summary The Server and Virtualization Administrator will responsible for monitoring, maintaining, supporting, and optimizing all networked software and associated operating systems…
Researcher
Job Description Job Description About the Team: The Sensors Division at STR focuses on technology development for advanced sensor systems and platforms in support of national security. We have…