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Finance
Personal Financial Advisor
East Longmeadow, MA
Find & Apply For Personal Financial Advisor Jobs in East Longmeadow, Massachusetts
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Financial Advisor Bond Financial Group East Longmeadow, MA Job Details Full-time 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Professional development assistance Qualifications Bachelor's degree Full Job Description Build relationships. Create impact. Grow with us. We are a relationship-driven retirement planning firm offering a more personal alternative to the traditional financial services model. Our clients entrust us with important financial decisions, and we take that responsibility seriously by providing thoughtful, customized guidance instead of a one-size-fits-all approach. We are seeking a Financial Advisor who is entrepreneurial, personable, financially savvy, and passionate about empowering clients to feel informed, supported, and confident about making decisions for their financial futures.
Responsibilities Build the business:
Develop new client relationships through referrals, networking, seminars, educational events, and disciplined CRM follow-up.
Understand the client:
Lead discovery conversations and needs analysis covering goals, risk tolerance, retirement timelines, and broader financial priorities.
Provide proactive reviews, consistent communication, timely follow-up, and a true white-glove client experience.
Operate with integrity:
Maintain accurate documentation, follow compliance and industry standards, and complete required licensing and continuing education. Qualifications Bachelor's degree in Finance, Business Administration, Economics, or a related field. Active FINRA licensing (such as SIE and Series 65) plus Life & Health Insurance licensing, or willingness to obtain required licenses within the designated timeframe. Ideally, 2+ years of client-facing financial services, sales, or B2B business development experience with a track record of achieving goals. Excellent communication, presentation, negotiation, and relationship-building skills. Proficiency with CRM platforms such as Salesforce, Microsoft Office, and financial planning software. Most importantly, a relationship-first mindset, entrepreneurial spirit, and genuine desire to help clients succeed. Why Join Our Firm? At our firm, you will have the opportunity to build meaningful client relationships, shape your own success, and join a close-knit team where your ideas and contributions matter. If you are looking for a career where financial expertise meets genuine human connection , we would be glad to hear from you.
Benefits:
401(k) Dental insurance Health insurance Paid time off Professional development assistance
