Financial Advisor

Employer
Armstrong Advisory Group
Location
Needham, Massachusetts
Salary
$100,000.00 - $150,000.00 per year
Closing date
Oct 9, 2021

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

Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. The ideal candidate will have a financial planning background and be committed to high quality customer service. Individual will work alongside a Senior Financial Advisor to provide financial advice and management services to meet the needs of clients, build tailored portfolios, maintain contact with clients, and handle associated paperwork. The candidate should be highly professional, motivated, detail oriented and able to work independently, as well as part of the team.

Client Interaction

  • Prepare regular client reviews and update financial plans
  • Communicate regularly with clients via phone and email
  • Apply company investment strategies and fiduciary management standards to meet the needs of prospect and client accounts
  • Maintain contact with clients and help them to understand their investments
  • Provide ongoing education to clients on investment and financial planning
  • Ability to travel to satellite offices within 1 hour of Boston

Administrative

  • Prepare new account paperwork
  • Process completed paperwork and ensure all applications, documents, forms are accurate and complete
  • Handle sensitive and confidential information with maximum discretion

Requirements Include:

  • Experience with RightCapital, eMoney, MoneyGuide or another financial planning software
  • Strong organizational skills and attention to detail
  • Progress towards CFP is preferred
  • Bachelor’s degree from accredited four-year institution
  • Three (3) or more years in the financial services industry with strong understanding of financial planning principles.
  • Ability to multi-task in a fast-paced environment
  • Strong writing and verbal communication skills
  • Sales and presentation experience
  • Ability to pass full background and credit check

Company

The Armstrong Advisory Group was founded in 2004 with a simple mission – build solutions to your financial questions. Whether you are an individual, a family, a small business owner, or an institutional investor, our advisors are dedicated to understanding what makes you and your situation unique, and then building a plan to address your concerns and help you reach your goals. If it seems like we’re using the word “your” rather often, that’s by design. It’s because we built our company from the ground-up to cater to the needs of the people we are tasked with helping, rather than simply trying to use a one-size-fits-all approach.

We are fiduciaries, dedicated towards building financial plans and portfolios that are in our clients’ best interests, and as such, we are held to a higher standard. We think a higher standard makes sense – this is your money that you have spent years saving and accumulating. You woke up early, you went to work, you found time to make dinner for your kids, and you still were able to put a little away every month. The standard that we hold ourselves to isn’t just because we respect the work that you have done to get to this point, it’s because we think it leads to a better client experience.

Find Us
Telephone
7814330001
Location
144 Gould Street
Suite 210
Needham
MA
02494
United States

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