Financial Advisor

Longtide Financial Partners
Dedham, Massachusetts
Closing date
Oct 20, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Longtide Financial Partners 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
  • 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. Salary plus bonus compensation structure.

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