Financial Advisor at OneDigital
You're a financial advisor with at least 2 years of experience and a Bachelor's degree, ready to help clients achieve their financial goals. You're comfortable
Work type: onsite
Location: RIA-Danvers, MA
Salary: $75,000 – $85,000/yr
Type: Full-time
You're a financial advisor with at least 2 years of experience and a Bachelor's degree, ready to help clients achieve their financial goals. You're comfortable managing client relationships, offering wealth management strategies, and contributing to business development.
**What makes it worth a look...**
OneDigital is offering a full-time, on-site role in Danvers, MA with a base salary of $75,000 - $85,000 per year.
**You might be a good fit if you...**
* Have proven success exceeding sales goals.
* Are proficient with Microsoft Office Suite, especially Excel.
* Have experience with CRM systems like Salesforce, and financial planning software like MoneyGuidePro.
* Must be licensed or able to obtain licensure within 100 days.
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