Financial Advisor
South Shore Bank · South Shore Bank - Hingham | Weymouth, MA
- Posted
- 12 days ago
- Last confirmed live
- 2 days ago
What this role involves
The Financial Advisor provides comprehensive financial guidance and investment advice to clients, helping them with financial planning, retirement, and wealth management. The role involves conducting financial assessments, developing tailored plans, and engaging in business development to expand the client base. The advisor must stay updated on market trends and comply with regulatory standards.
Skills this posting asks for
- financial planning
- investment advice
- retirement planning
- wealth management
- estate planning
- tax planning
- risk assessment
- client relationship management
- business development
- banking products
From the employer’s posting
SUMMARY The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investmen
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