Financial Advisor

Private Financial Design is a financial planning firm based in South Hadley, MA, seeking a Financial Advisor to join our growing team. We are looking for an entrepreneurial-minded advisor who is motivated to build and grow their practice. An existing book of business is preferred, and the ideal candidate is excited to partner with a firm that provides the resources and support to help expand current and new client relationships, while contributing to the overall growth of the firm.

Essential Duties & Responsibilities of the Financial Advisor may include but are not limited to:

• Provide service to new and existing client relationships while assisting in the growth of firm.
• Conduct client investment reviews.
• Working with the Managing Partner, by applying due diligence in preparing for client meetings, thorough investment and manager research, problem solving, issue resolution, financial planning recommendations, and other needs.
• Document communication with clients and prospects.

This Financial Advisor position may be for you if you display:

• Strong interpersonal and communication skills to deal with financial advisors, support staff, and vendor companies in all types of matters including those that may be sensitive while projecting a professional and pleasant demeanor.
• A comprehensive understanding of company policies and procedures and industry rules and regulations.
• A commitment to providing a premier level of customer care in a calm and professional manner with the ability to effectively organize, manage, track and complete detailed assignments.
• Solid analytical skills in researching and resolving problems.
• The ability to work independently under minimal supervision.

Education/Previous Experience Requirements of the Financial Advisor:

• Bachelor’s degree and 6+ years of experience in the financial services industry
  -or- an equivalent combination of experience, education, and/or training as approved by the firm.
• FINRA Series 7 and Series 66 required with a commitment to obtaining further continuing education requirements to maintain licensing
• CFP® designation required with a commitment to obtaining further continuing education requirements to maintain designation

Benefits for the Financial Advisor:

• Salary negotiable based on GDC
• Paid vacations, sick time, and holidays
• 401(k) with 4% Safe Harbor Match and Profit Share
• Short-Term & Long-Term Disability Insurance
• Group Life Insurance

Physical Setting:
Hybrid position with ability to work remotely and reliably commute to the office in South Hadley, MA.

Office

Hours:

Monday–Friday, 8:30am–4:30pm

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Private Financial Design are not affiliated.