Salary: $70-$120k base (DOE) plus commission

Hours:  Mon-Fri. 9a-4p (paid lunch)

Location:  South County, North County

Our Client is looking to hire a Financial Advisor for their Berkshire County Registered Investment Advisor firm.  As a Financial Advisor, you’ll play a critical role in developing business, engaging clients, and delivering superior client experience. You’ll operate in a supportive environment that values your input and autonomy.

Responsibilities:

• Client Relationship Management: Build and maintain strong, trusting relationships with clients, understand their financial goals, risk tolerance, and life circumstances.
• Financial Planning & Investment Advice:  Provide comprehensive financial planning to clients and personalized investment recommendations that align with each client's best interests, adhering to the firm's fiduciary duty.
• Develop new high-net-worth client relationships and expand current relationships.
• Portfolio Management & Monitoring: Analyzing market trends and client portfolios to identify potential adjustments and make recommendations as needed, ensuring client investments remain aligned with their goals.
• Compliance & Ethics: Operating in strict accordance with the Investment Advisers Act of 1940 and other relevant regulations, including disclosure requirements, recordkeeping, and ethical standards.

Qualifications:

• Education: Bachelor's degree in finance, accounting, economics, or a related field is typically required; a Master's degree or advanced certifications are a plus
• CFP certification or to be on the CFP-track soon
• 2+ years of experience as a financial advisor or possess transferrable skills
• Track record of business development
• Must love animals

Benefits:

• Competitive salary and benefits package, including 100% paid health care and a 401k match
• Unlimited paid time off to maintain a healthy work-life balance
• Best-in-class employment onboarding and training
• Opportunities for professional growth and advancement
• A dynamic and supportive work environment where your contributions are valued
• If you have a book of business, firm can negotiate your buyout