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.