- 401(k)
- Bonus based on performance
- Competitive salary
-
Financial Advisor
3 weeks ago
Grenier Financial Services Springfield, United StatesJob Description · Job DescriptionIf you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the ...
-
Financial Advisor
1 week ago
Apex Dynamics Southwood Acres, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 ye ...
-
Financial Advisor
2 days ago
Edward Jones Holyoke, United StatesJob Description · Job Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate s ...
-
Financial Advisor
1 day ago
Edward Jones Holyoke, United StatesJob Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, fundin ...
-
Financial Advisor
2 weeks ago
Edward Jones Westfield, MA, United StatesWe're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on buil ...
-
Financial Advisor
1 week ago
Edward Jones Westfield, United StatesJob Description · We're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entire ...
-
Financial Advisor
2 days ago
Edward Jones Westfield, United StatesJob Description · Job Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate s ...
-
Financial Advisor
3 days ago
Edward Jones Westfield, United StatesJob Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding ...
-
Financial Advisor
4 weeks ago
Edward Jones Westfield, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,0 ...
-
Financial Advisor
2 weeks ago
Edward Jones Westfield, United StatesWe're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on buildin ...
-
Financial Advisor
2 days ago
Edward Jones San Francisco, United States PermanentJob Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding ...
-
Financial Advisor
2 days ago
Edward Jones Westfield, United StatesWe're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on bui ...
-
Financial Advisor
1 day ago
Edward Jones Westfield, United StatesJob Overview · If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, fundin ...
-
Financial Advisor
3 weeks ago
Blue Signal Search Connecticut, United StatesFinancial Advisor · Our client is a company committed to delivering personalized administrative and benefits services that empower clients to achieve their long-term financial goals. With a strong presence in the industry and a team of experienced professionals, they offer exper ...
-
Financial Advisor
4 weeks ago
M Financial Group West Hartford, United StatesExperienced Financial Advisor · Position Summary: · M Financial Group is partnering with Lindberg & Ripple () to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth clients ...
-
Financial Advisor
1 week ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesFinancial Planning Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include wor ...
-
Financial Advisor
1 week ago
Edward Jones Holyoke, United StatesWere bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply cant: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on buildi ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
4 days ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
4 days ago
RK Partners New Hartford, United StatesJob Description · Job DescriptionFinancial Advisor · You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it ...
Financial Advisor - Springfield, United States - Grenier Financial Services
Description
Job Description
Job DescriptionBenefits:If you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who best fills this role will enjoy opportunities to work with existing clients in all facets of a full-service financial services company, as well as hone their skills as part of a leadership team.
We are looking for someone who is client focused, a problem solver with the people skills to discover our customers needs, and guide them on a path of financial security. We are looking for that person who will counsel, mediate and hold our clients hands through the ups and downs of lifes journey. This person must be client centric, willing to go the extra mile for the client. We seek a lifelong learner, who enjoys continuously becoming better, faster, and smarter.
We are looking for someone who can work with our team to grow our clientele, always reaching out, engaging, and following through.
Our perfect person is caring and mature; and understands how strong relationships build strong businesses. They are detail oriented, with excellent analytical and communication skills, able to multitask with focus and energy. They aim to wow clients and collaborate easily.
A Financial Planner/Advisor is the cornerstone of the wealth management relationship and must demonstrate a broad base of knowledge across all client-related functions of the business, including planning, investments, insurance, retirement analysis, taxation, and estate planning. They are responsible for developing, supporting, and managing assigned client relationships. They can think creatively, strategically, and tactically; communicate clearly; and identify appropriate solutions for each clients situation.
The FP/Advisor works under the direction of the firms principal to ensure that a consistent message and exquisite level of care are provided to our valued clients in an expeditious and team-oriented fashion. By working with the firms valued clients, the FP/Advisor focuses making constant and observable contributions to their growth and the growth and development of the firm, ensuring new and current clients are provided the best possible service. The ultimate goal is to contribute to both the team and the firm in a positive way that allows the firm to work successfully and drive growth of the firm.
We seek the person who is skilled and talented in these job functions:
Provide training and mentoring to team members, as needed, in areas of financial planning and business development
Provide investment, planning and operations support as needed
Gather, enter, and analyze all necessary financial plan client data, independently and with team
Complete final review of all meeting materials
Develop and present financial plans and investment advice appropriate to individual client situations and in line with the firms planning processes and investment methodology
Maintain involvement in clients investment strategy and provide appropriate actions regarding client situations, goals and needs relative to investment strategy
Review client insurance coverage and present analysis and recommendations to assigned client base
Perform scheduled client review meetings to identify planning needs and opportunities
Analyze new financial strategies, new tax and law changes to determine how they will affect our clients.
Collaborate and coordinate with clients other professional advisors to deliver thoughtful and holistic advice, recommendations, and service
Work with the team to streamline the firms policies and procedures, focusing on excellent and efficient operations and client service
Serve as primary contact for assigned client relationships
Coordinate with support team members to direct the elements of the Total Client Experience
Follow up on qualified prospects in collaboration with the team and firm principal
Identify, maintain, and work with the team to pursue referral opportunities, particularly with centers of influence
Complete back-up duties as assigned
Knowledge, Skills & Attributes
CFP designation helpful
Series 7 license and state health, life, disability and variable annuity licenses
Financial planning experience preferred
Strong computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
Strong math and analytical skills
Excellent oral, written and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Effective follow-up skills and ability to meet deadlines
Flawless attention to detail and accuracy
Self-motivated with ability to work well independently and with the team
Professional appearance and demeanor
Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time.
Benefits: Vacation: 3 weeks to start, 4 weeks at year 10; generous paid sick time; 401k with 4% employer match; 1 floating day per year; from Memorial Day to Labor Day, work day on Fridays from home; off for NY Stock Exchange holidays; Holidays: New Years Day, Martin Luther King Jr Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, July 4th, Labor Day, Thanksgiving, Christmas, with early closures before certain holidays; plus paid parking
Compensation: $120,000 to $130,000, based on experience and ability; plus bonus
Background check required
