Financial Advisor

TEC Staffing Services

Pittsfield, MA

JOB DETAILS
SALARY
$70,000–$120,000 Per Year
LOCATION
Pittsfield, MA
POSTED
30+ days ago
Financial Advisor in Berkshire County 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

About the Company

T

TEC Staffing Services