Financial Advisor

Job Summary

The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients. This expertise helps clients make informed decisions about their financial goals, investment strategies, retirement planning, and wealth management. The Financial Consultant works closely with clients to understand their unique financial needs, assess their risk tolerance, and develop tailored financial plans that align with their objectives.

• Conduct thorough financial assessments for clients to understand their current financial situations, future goals, and risk profiles.
• Provide personalized investment advice and recommendations based on clients' financial objectives, risk tolerance, and time horizons.
• Collaborate with clients to develop holistic financial plans such as budgeting, investment strategies, retirement planning, estate planning, and tax‑efficient solutions.
• Regularly review and update clients' financial plans to adapt to changing circumstances, market conditions, and life events.
• Present and explain complex financial concepts in a clear and understandable manner to clients, helping them make informed decisions.
• Stay up-to-date with market trends, economic indicators, and financial products to provide accurate and timely advice.
• Maintain a strong understanding of banking products and services to deepen client relationships.
• Actively engage in business development activities to expand the client base and achieve sales targets.
• Develop relationships with banking colleagues and educate bank partners on wealth management offerings and how to identify and refer prospective wealth‑management clients.
• Comply with all regulatory requirements and ethical standards.
• Maintain robust knowledge of the firm’s latest planning tools, techniques, and strategies.
• Inform management of circumstances that require supervisory attention, review, or approval per compliance guidelines and policies.

• FINRA Series 7 and 66 (63 and 65 accepted in lieu of 66).
• Preferred additional designations:
  Certified Financial Planner and/or Chartered Financial Analyst.
• Established practice and experience managing client portfolios and driving growth.
• Proven relationship building and business skills.
• Bachelor’s degree or higher.
• Excellent communication skills, both written and verbal.
• Highly entrepreneurial.

Join the Bank that shares success with others! As a locally managed mutual bank, Dedham Savings is driven by the needs of communities rather than the demands of investors. We provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Childcare Subsidy, Retirement, Life Insurance, and many other benefits.

We have an equal‑opportunity policy and provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable laws.

$60,000.00 Base + Commission

Full‑time