Financial Advisor

Financial Advisor in Berkshire County

Salary : $70-$120k base (DOE) plus commission Hours : Mon-Fri. 9a-4p (paid lunch) Location : South County, North County Our Client is looking to hire a Financial Advisor for their Berkshire County Registered Investment Advisor firm. As a Financial Advisor, youll play a critical role in developing business, engaging clients, and delivering superior client experience. Youll operate in a supportive environment that values your input and autonomy.

Responsibilities :

• Client Relationship Management : Build and maintain strong, trusting relationships with clients, understand their financial goals, risk tolerance, and life circumstances.
• Financial Planning & Investment Advice : Provide comprehensive financial planning to clients and personalized investment recommendations that align with each clients best interests, adhering to the firms fiduciary duty.
• Develop new high-net-worth client relationships and expand current relationships.
• Portfolio Management & Monitoring : Analyzing market trends and client portfolios to identify potential adjustments and make recommendations as needed, ensuring client investments remain aligned with their goals.
• Compliance & Ethics : Operating in strict accordance with the Investment Advisers Act of 1940 and other relevant regulations, including disclosure requirements, recordkeeping, and ethical standards.

Qualifications :

Benefits :