The Financial Advisors, an SEC registered-independent firm specializing in comprehensive, fee-based financial planning and investment management, with offices in Andover and Newburyport, seeks an experienced financial advisor to work in our Newburyport office. For more information about our firm, please visit our website at www.the-financial-advisors.com.
The financial advisor’s responsibilities will include assisting senior financial advisors with all components of a client’s financial plan, including interfacing with clients, preparing financial plans and meeting materials. The candidate will be involved in all areas of the financial planning process, including retirement planning, taxation, insurance, and investment and estate planning. Our expectation is that the successful candidate will move into a senior planner position working to maintain and grow our loyal client base. We provide a supportive environment where colleagues work as a team.
Position Requirements:
- Bachelor’s Degree
- Relevant experience in financial planning or a related field
- Prepared to take on responsibility for servicing and maintaining client relationships
- Demonstrated intent to pursue a career in financial planning
- Excellent written and verbal communication skills
- Analytical abilities and attention to detail
- Strong work ethic, time management, and organizational skills
- Certified Financial Planner (CFP) designation preferred, but not required. Candidate should be in process of pursuing their CFP designation and will be expected to sit for the CFP exam within one year of employment.
For immediate consideration, please contact Dianne Brand at dbrand@the-financial-advisors.com.
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