Financial Advisor - Salem MA
Finer Wealth Management, Inc. is currently accepting applications for a Financial Advisor position at our 530 Loring Avenue, Suite 302, Salem, MA 01970 location.
Job duties:
- Interview clients to determine income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance needed to develop financial plans.
- Analyze clients’ financial information to develop strategies for meeting financial objectives.
- Recommend financial strategies in areas such as investment planning, insurance coverage, and cash management.
- Recommend financial products such as stocks, bonds, mutual funds, or insurance consistent with clients’ financial goals.
- Manage and update client portfolios and financial plans.
- Review client accounts and financial plans regularly and reassess strategies based on changes in financial circumstances or market conditions.
- Prepare and explain financial reports, investment performance summaries, and income projections for clients.
- Monitor financial market trends to ensure client financial plans remain responsive.
- Coordinate with other professionals, including attorneys and accountants, regarding clients’ financial plans.
- Maintain ongoing client relationships and communicate periodically regarding changes in financial status or financial planning needs.
Minimum job requirements:
Bachelor's degree in Business, Finance, Mathematics, Economics, or a closely related field and 24 months work experience as a Financial Advisor, Financial Analyst or in an occupation involving financial analysis, budgeting, or economic analysis, including analyzing financial data and preparing reports are required. Series 65 license is also required. Travel to the employer’s Florida office four times per year (once per quarter, one week per visit) to perform the same financial advisory duties at that location.