Financial Advisor

Account Executive @ Masis Professional Group

Worcester, MA

The Financial Advisor provides personalized financial planning and investment guidance to clients, with a focus on long‑term relationships and goal‑based advice. This role supports clients in making informed financial decisions while working within a collaborative professional services environment.

• Build and maintain long‑term client relationships through a client‑focused approach
• Develop and implement customized financial plans aligned with client goals
• Provide ongoing investment guidance and portfolio monitoring
• Conduct client meetings (in person and virtual) and clearly explain financial concepts
• Adhere to firm policies, regulatory requirements, and professional standards
• Bachelor’s degree in finance, Business, Economics, or related field
• Series 65 (or Series 7 & 66) required or ability to obtain
• 2+ years of experience in financial planning or wealth management
• Strong communication, analytical, and interpersonal skills
• Base salary range: $70,000 – $100,000, depending on experience and qualifications
• Variable compensation through performance‑based bonuses and/or incentive programs
• Health, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off, holidays, and professional development support

Mid‑Senior level

Full‑time

Finance

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