Financial Planner

Johnson & Hill • Amherst, MA 01002

Posted 2 weeks ago

Job Description

Dynamic and growing financial services firm is looking to add a licensed Financial Planner to the team. This Direct Hire opportunity is in the Amherst /  Belchertown  area. This high energy team works very hard and enjoys having fun while doing it. The underlying philosophy in the office, is “ the customer always comes first!”

This is a great opportunity for an experienced financial planner and/or financial  advisor  to join an independent financial services firm if  you…
  • Have a passion for helping individuals and families attain financial independence and freedom through sound planning and development of dynamic and adaptable financial plan
  • Bring a broad background in retirement products, general investment matters, and applicable tax and estate planning issues
  • Enjoy consulting with clients on a regular basis to maintain a current understanding of their financial situations and life circumstances
  • Thrive in an advisory role as part of a team collaborating with clients’ other  advisors, including accountants and attorneys, to deliver comprehensive wealth management advice and solutions
  • Have excellent interpersonal skills and take pride in building trusting relationships with clients
  • May be seeking to join a smaller, more nimble, and less bureaucratic firm

Financial Planner Requirements
  • 5+ years experience in Financial Services with demonstrated experience working with clients with complex financial planning needs
  • CFP – Certified Financial Planner designation strongly preferred
  • Desired Licenses: Series 6, 7, 63, 65, 66

Compensation: Significant base salary commensurate with experience and prior earnings, plus bonus, and full benefits package (this is NOT a commissioned based position or a sales role)

If you are looking to join a great team and bring a passion for investments and helping people plan for retirement, this wealth management advisory practice may be exactly what you are seeking.

If you have the desired experience and qualifications, please apply now.

Job Details

Location:  Amherst, MA 01002

Employment Type:   Full-Time


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    Financial Planner

    Johnson & Hill • Amherst, MA 01002

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