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Client-Centric Financial Planning Advisor

Job in Ludlow, Hampden County, Massachusetts, 01056, USA
Listing for: Pioneer Valley Financial Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A local financial planning firm is seeking an individual passionate about building client relationships and helping them achieve their financial goals. This role will involve analyzing financial situations, creating financial plans, and coordinating with professional partners. The ideal candidate should hold a degree in business, possess relevant certifications and experience in financial services. Strong communication skills and a commitment to ethical practices are essential.

Competitive benefits include financial support for licensing and PTO.
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