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Financial Advisor

Employer
Samuel Financial LLC
Location
Dedham, Massachusetts
Salary
Competitive salary commensurate with experience.
Closing date
Sep 18, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
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Job Details

Samuel Financial is looking for a top notch advisor to join our talented team. The ideal candidate would provide financial planning and investment advice to existing clients and play a key role in other firm wide initiatives.  Preferred requirements for candidates include:

  • Excellent people skills
  • 3+ years of financial advisory experience
  • Certified Financial Planner (CFP®) designee or candidate preferred
  • Extensive knowledge of investments, retirement plans, insurance, tax, estate planning and general personal finance matters
  • Ability to establish a rapport with clients and coworkers, prioritize workload, meet deadlines, and work independently

This position is located in Dedham, Massachusetts. Candidates would be expected to be available for in office meetings but can work from home as necessary. Book of business not required.

Company

Samuel Financial LLC is an independent wealth planning firm specializing in the long-term financial planning needs of families and individuals.

Find Us
Website:
Telephone
7814616886
Location
858 WASHINGTON STREET
SUITE 202
DEDHAM
MA
02026
United States
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