Job Information
Robert Half Financial Advisor in Worcester, Massachusetts
Description
Our client is an established independent registered investment advisory firm and looking for an Investment Advisor to join their team.
The Investment Advisor is responsible for managing comprehensive financial plans for clients and responsibilities include working with existing clients, gathering and analyzing financial data, and being the primary client contact.
The role involves maintaining high-quality service standards and networking for business development.
Ideal candidate will bring 5-10+ years of Investment Advisor experience, series 65/66 is ideal, as well as strong communication skills, and experience with Fidelity as custodian.
The position is based in Worcester MA and will be on site 5 a day.
Requirements
Please reach out to Matthew Baker for more information. Thank you!
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