Financial Advisor

About This Role

As a Financial Advisor, you will provide personalized financial guidance to clients in Boston, MA, helping them achieve life goals through financial planning, retirement preparation, and investments. This role involves analyzing client needs, building strong relationships, and offering tailored solutions.

Responsibilities

• Provide personalized financial guidance to clients
• Help clients create strategies for financial planning, retirement preparation, and investments
• Analyze clients’ financial needs
• Build and maintain client relationships
• Offer tailored solutions to meet long-term financial goals
• Educate clients about various financial products
• Keep updated with market trends to provide the best investment and advisory services

Requirements

• Strong skills in Financial Planning and Retirement Planning
• Experience in Investments and Financial Advisory
• Extensive knowledge of Finance
• Excellent interpersonal and communication skills
• Ability to stay current with financial products, industry trends, and regulatory frameworks
• Ability to work independently and as part of a team

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred

Skills

* Required skills