Financial Advisor

Financial Advisor Key Consulting East Longmeadow, MA Job Details Full-time $65,000 - $70,000 a year 6 days ago Benefits Health insurance Dental insurance Paid time off Vision insurance Qualifications Teamwork Interpersonal skills Financial analysis Analysis skills Series 65 Full Job Description About the Role We are seeking a Financial Advisor who is passionate about financial planning and helping clients make confident, informed decisions. This role is heavily focused on plan creation, analysis, and client education, with a clear path to increased client-facing responsibility and revenue participation. You'll work closely with senior leadership to deliver comprehensive financial plans while gradually building your own client relationships and revenue stream. Key Responsibilities Build and maintain comprehensive financial plans usingeMoney Analyze client portfolios and identify planning opportunities and gaps Prepare concise, actionable talking points and meeting summaries for client presentations Support client meetings and gradually take on a more active advisory role Deliver educational seminars on topics such as: Tax planning strategies Social Security optimization Retirement income planning Collaborate on portfolio risk analysis using Orion Risk Intelligence (formerly HiddenLevers) Qualifications Series 65 license and insurance license preferred Experience with financial planning software (eMoney strongly preferred) Strong analytical and paraplanning skills Excellent communication and presentation abilities Ability to translate complex financial concepts into clear client guidance Growth & Opportunity Opportunity to take on increasing client responsibility as the firm scales Clear path to participate in revenue generation and client acquisition Ability to build and grow a personal book of business over time Open to candidates bringing a small existing client base (5-10 relationships) Compensation Structure Competitive base salary + performance-based bonus Revenue sharing on new business generated from date of hire Potential alternative compensation structures (e.g., basis points on assets) Long-term earning potential aligned with performance (high performers highly rewarded) Flexibility for compensation mix to evolve as production increases What We're Looking For A planner first, not a product pusher Someone who values relationships, trust, and long-term client outcomes A team player who wants to grow within a collaborative environment Strong work ethic and cultural alignment over flashy resumes Why Join Us Planning-driven firm (not transactional sales) Established infrastructure: Salesforce, eMoney, Fidelity Wealthscape Opportunity to grow alongside a fast-scaling, independent firm Leadership committed to investing in top talent

Pay:

$65,000.00 - $70,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person