Financial Associate at OneDigital

Ideal for a professional with 2+ years of financial advisory experience and a strong grasp of financial planning principles, who is also licensed or likely to o

Work type: onsite

Location: Danvers, MA

Salary: $75,000 – $85,000/yr

Type: Full-time

Ideal for a professional with 2+ years of financial advisory experience and a strong grasp of financial planning principles, who is also licensed or likely to obtain licensure within 100 days. **What makes it worth a look...** This on-site Financial Associate role at **OneDigital**, located in Danvers, MA, offers a base salary of $75,000 - $85,000 per year. **You might be a good fit if you...** * Have a Bachelor's degree in Business, Economics, Finance, or related field, or equivalent retirement plan sales experience. * Are proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and have experience using a CRM like Salesforce. * Have experience with financial planning software, preferably MoneyGuidePro. * Can maintain confidentiality of sensitive client information.

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