What are the responsibilities and job description for the Financial Advisor position at Masis Professional Group?
Job Title : Associate Financial Advisor
Location : Plymouth, MA
We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team.
About Us : We are a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve their financial goals through personalized strategies and a commitment to excellence.
Key Responsibilities
- Collaborate with senior advisors to develop and implement tailored financial plans for clients.
- Conduct financial analyses, including cash flow, retirement projections, investment allocations, and risk assessments.
- Assist in managing client relationships by preparing for and participating in client meetings.
- Research and analyze financial products to recommend suitable solutions to clients.
- Stay current on industry trends, market conditions, and regulatory changes.
- Support the team with administrative tasks, such as maintaining accurate client records and preparing reports.
Qualifications
What We Offer
Join our team and be part of a firm that values integrity, innovation, and a client-first approach. Together, we’ll help you build a fulfilling career while making a positive impact in the lives of our clients.
