QUALIFICATIONS FOR THIS OPPORTUNITY INCLUDE:

• Bachelor’s degree
• 5 years of experience in the industry
• 3+ years of experience in an advisory or associate advisory role
• Series 65 required
• CFP, ChFC, CIC, PFS a plus
• A basic knowledge of holistic financial planning concepts, including but not limited
  to money management, investment analysis, portfolio management, trust and
  estate planning, insurance recommendations, tax analysis, and legacy wealth

strategies

• Familiarity with Tamarac, MoneyGuide Pro, or Holistiplan is a plus
• Strong technical and technological aptitude
• Coachability and the humility to absorb the collective wisdom of our senior advisors
• Excellent interpersonal skills
• Exceptional oral and written communication skills
• Meticulous attention to detail
• Experience in a client-facing capacity in wealth management
• A positive, collaborative attitude and professionalism under pressure
• Proven problem-solving and critical-thinking skills
• Aptitude for learning programs and software used in the delivery of wealth

management services

• Flexibility and adaptability

We are committed to sourcing a diverse pool of applicants from various backgrounds. We
urge all qualified individuals to apply and learn more about this opportunity. We look
forward to meeting you!
Job Type: Full-time
Pay: $125,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Education:

• Bachelor’s (Required)

Experience:

• Financial services: 5 years (Required)
• Wealth management: 5 years (Required)

License/Certification:

• Series 65 (Required)
• Series 7 (Preferred)
• CFP (Preferred)

Ability to Commute:

• Great Barrington, MA 01230 (Required)

Work Location: Hybrid remote in Great Barrington, MA 0123

• Participating in fact-finding meetings with clients to assess their financial situatio