What are the responsibilities and job description for the Financial Advisor position at South Shore Investment Services?
Company Description
South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our clients.
This is a full-time on-site role for a Financial Advisor at South Shore Investment Services in Norwell, MA. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment management, and financial advisory services to clients on a day-to-day basis.
- Financial Planning and Retirement Planning skills
- Finance and Investments knowledge
- Experience in providing Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work effectively in a team environment
- Certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Business, or related field