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Finance - Advisor BetterCareersGuide Springfield MA

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Finance - Advisor


BetterCareersGuide       |    Location:Springfield MA       |    Country:United States


Financial Advisor

Are you a seasoned financial advisor looking for a fantastic opportunity with one of the region?s top firms? This direct hire Financial Advisor role in Springfield could be what you?ve been waiting for!

In this role, you?ll work with a book of business made up of high-net-worth clients of various backgrounds. In addition, you?ll continuously work to develop and cultivate new client contacts and relationships. This is a firm that offers fantastic opportunities for growth and could be a solid long-term work home for you. If you have experience in the field and a passion for all things finance, see if this is the right role for you. 

Financial Advisor Requirements
  • Bachelor?s degree 
  • Any of the following certifications are a huge plus: CFP certification; CFA, CPA, CHFC, or CIMA; Series 7, 66, or 63/65 securities registrations; and insurance licensure 
  • Full knowledge of investment management philosophies, products, and providers
  • At least 5 years of experience in financial service sales or equivalent position with a track record of success
  • Must be goal and results-oriented with strong negotiation skills








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