What are the responsibilities and job description for the Associate Financial Advisor position at G9 Financial?
Company Description
G9 Financial, located in Millbury, MA, takes a holistic approach to client planning needs, emphasizing trust, integrity, and long-term commitment. Partnered with Cambridge Investment Research (CIR), one of the nation's top independent broker-dealers, we offer comprehensive financial services with a focus on independent objectivity for future planning.
Role Description
This is a full-time on-site role for an Associate Financial Advisor at G9 Financial. The Associate Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing financial advice to clients.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Experience in Finance, Investments, and Wealth Management
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Detail-oriented and organized
- Relevant certifications such as CFP, CFA, or Series 7, 6, 63, 66 or 65