Senior Financial Advisor
$100k - $130kCCR Wealth Management
Senior Financial Advisor
Shrewsbury, MA Full-Time On-Site $100,000 - $130,000 /yr
Position Overview
We are a full-service Wealth Management firm that has been serving the greater Mass area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional customer service. We greatly value a healthy work-life balance and have significant opportunity for growth in this role. We are seeking a dedicated and knowledgeable Wealth Manager to provide personalized financial advice and investment strategies to our clients. The ideal candidate will have a deep understanding of wealth management principles and a commitment to helping clients achieve their financial goals.
Key Responsibilities
- Develop and maintain long-term relationships with clients to understand their financial needs and goals.
- Provide tailored wealth management strategies, including investment management and financial planning services.
- Conduct regular portfolio reviews and recommend adjustments based on market trends and client objectives.
- Stay informed about industry trends, investment products, and regulatory changes to offer clients the best advice.
- Assist clients with retirement planning, estate planning, and tax strategies to maximize their wealth.
- Collaborate with other financial professionals to ensure comprehensive service delivery to clients.
Qualifications
- Bachelor's degree in Finance, Business, or related field.
- Certified Financial Planner (CFP) designation is ideal.
- Proven experience in wealth management or financial advisory roles.
- Strong knowledge of investment strategies, portfolio management, and financial planning principles.
- Excellent communication and interpersonal skills for client engagement.
Benefits
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vacancy posted 11 hours ago
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