About this opportunity
Grenier Financial Services lists this Financial Advisor opportunity in springfield, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Benefits:
n401(k)
nBonus based on performance
nOpportunity for advancement
nPaid time off
nTraining & development
nThis role is also commonly known as a Financial Planner or Wealth Advisor.
nAbout Us
nWe are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building.
nPosition Summary
nThe Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This role includes developing comprehensive financial plans, presenting recommendations, managing client onboarding, and collaborating with the firm’s principal on investment strategy and planning methodology.
nThis is an on-site, professional role with opportunities for growth, increased responsibility, and long-term career development.
nWho We Are
nOur firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers — it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust. We’re looking for an advisor who shares these values and sees financial planning as a meaningful partnership.
nKey Responsibilities
nClient Engagement & Relationship Management
nServe as the primary advisor for assigned clients
nConduct discovery meetings, annual reviews, and ongoing check-ins
nProvide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
nDeliver a consistent, high-quality client experience aligned with firm standards
nManage client onboarding, documentation, and follow-up communication
nFinancial Planning & Analysis
nGather and analyze client financial data
nDevelop comprehensive financial plans using financial planning software (RightCapital, eMoney, MoneyGuidePro)
nPrepare and present planning recommendations in clear, actionable formats
nConduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
nUpdate plans based on life changes, market conditions, or regulatory updates
nInvestment Strategy & Portfolio Support
nSupport investment management activities in collaboration with the principal
nReview portfolio allocations, performance reports, and investment recommendations
nAssist with research, due diligence, and investment strategy alignment
nEnsure client portfolios reflect firm philosophy and risk tolerance
nTeam Collaboration & Leadership
nWork closely with the principal to ensure consistent messaging and planning methodology
nMentor and train team members in financial planning processes
nSupport process improvement, planning operations, and workflow optimization
nBusiness Development
nEngage prospective clients through outreach, discovery conversations, and timely follow-up
nBuild relationships with clients, CPAs, attorneys, and community partners
nIdentify referral opportunities and contribute to firm growth initiatives
nRepresent the firm professionally at networking events and community engagements
nCompliance & Documentation
nMaintain accurate, compliant client records (electronic and physical)
nEnsure adherence to FINRA, SEC, and state regulatory requirements
nUphold confidentiality, integrity, and professional standards
nHow We Work
nWe are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our advisors listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism. We believe strong relationships build strong businesses — and we invest in those relationships every day.
nQualifications
nRequired
nSeries 7 license
nProfessional client-facing experience
nStrong analytical and communication skills
nProficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
nAbility to maintain confidentiality and attention to detail
nAbility to work on-site in Springfield, MA
nPreferred
nExperience in financial planning, wealth management, or advisory services
nExperience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
nState health, life, disability, and variable annuity licenses
nCFP® designation
nBachelor’s degree in finance, business, economics, or related field
nCompensation & Benefits
nSalary range: $90,000–$120,000, based on experience and qualifications
n401(k) plan
nPaid time off and holidays
nProfessional development and career advancement opportunities
nCollaborative, supportive work environment
nHalf-day Fridays in the summer (remote)
nSchedule & Location
nFull-time, on-site
nSpringfield, MA
nMonday–Friday, 9:00 AM–5:00 PM
nBusiness professional dress code
nHow to Apply
nPlease submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
nJoining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission. If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment, we would love to meet you.
Worksite address
springfield, MA, 01119, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.