South Shore Investment Services provides comprehensive financial planning services to individuals, families, and business owners in the south shore. We believe in a holistic approach to financial planning, collaborating with Estate Planning Attorneys, Health Insurance Specialists, and CPA's to create well-rounded financial plans for our clients.
Role Description
This is a full-time on-site role for a Financial Advisor at South Shore Investment Services in Norwell, MA. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment management, and financial advisory services to clients on a day-to-day basis.
Qualifications
Financial Planning and Retirement Planning skills
Finance and Investments knowledge
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work effectively in a team environment
Certifications such as CFP or CFA are a plus
Bachelor's degree in Finance, Business, or related field