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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