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Financial Advisor, Service Assistant #30781

JOHNLEONARD is seeking a skilled and attentive Financial Advisor, Service Assistant to join our client's inclusive and welcoming team. This full-time Financial Advisor role is based in Worcester, MA, and comes with a salary of $62,400-$72,800 and excellent benefits.

As a collaborative Financial Advisor, Service Assistant, you will directly interface with clients and provide support to senior advisors. You will also deliver high-quality service to existing and new clients by providing operational support to senior advisors regarding investment strategies, securities, and insurance.

To give you an idea of how this Financial Advisor, Service Assistant role would look and feel, here are some things you could expect to do:

  • Explain the role and responsibilities of a personal financial advisor and the services provided to clients
  • Gather financial information from clients if not already provided
  • Analyze clients' financial information to determine strategies for meeting clients' financial objectives
  • Research available investment opportunities to determine compatibility with clients' financial plans
  • Work with senior advisors to identify appropriate products for clients

To apply for this Financial Advisor role, you will need a Bachelor’s degree, preferably in finance, business management, or a related field, and at least five years of corresponding experience. You will also require the following:

  • A Securities series 7 and 66 license
  • A successful score on the insurance licensing exam
  • Knowledge of accounting, analytical, compliance, document management, and customer relationship management software
  • Proficiency in Microsoft Office Suite or related software
  • Knowledge of compliance regulations that apply to this type of work

If you’re looking to impact and create change positively, you will be rewarded with an excellent salary of $62,400-$72,800 and a compelling benefits package for your inclusive and committed approach.

We'd love for you to apply for this full-time Financial Advisor, Service Assistant job in Worcester, and we're waiting to hear from you. Please get in touch with JOHNLEONARD today.

Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp to Hire, and Payroll services as part of our comprehensive service offerings. We connect talent with opportunity, building relationships across the community to create better futures for all. In doing so, we live by our mantra; Actions Speak Louder Than Words™.

Categories: Direct Hire| Accounting and Finance Jobs, Region| Worcester - Massachusetts, Region| Hybrid

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