Financial Planning Associate at OneDigital

Ideal for a recent graduate or someone with a couple of years in financial advisory and sales, this role is designed for individuals with a strong foundation in finance and a drive to help clients achieve their financial goals. A bachelor's degree in a related field is preferred, and you'll need the ability to obtain a relevant securities license within 100 days. **What makes it worth a look...** This full-time, on-site Financial Planning Associate position at OneDigital in Danvers, MA offers a competitive salary of $75,000 - $85,000 per year, plus potential for variable compensation and commissions. The company focuses on employer-based benefits and personalized financial planning. **You might be a good fit if you...** * Have 2+ years of financial advisory experience and industry-related sales experience. * Are proficient in Microsoft Office Suite, with demonstrated experience using a CRM like Salesforce. * Have experience with financial planning software, such as MoneyGuidePro. * Must be licensed or able to obtain licensure as an IAR within 100 days.