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Financial Advisor

Grenier Financial Services
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Massachusetts, USA
Aug 13, 2026
Finance Marketing

Job Description

Job Description
This role is also commonly known as a Financial Planner or Wealth Advisor.

About Us
 
We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building.
 
Position Summary
 
The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This role includes developing comprehensive financial plans, presenting recommendations, managing client onboarding, and collaborating with the firm’s principal on investment strategy and planning methodology.
 
This is an on-site, professional role with opportunities for growth, increased responsibility, and long-term career development.

  
Who We Are
 
Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers — it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust. We’re looking for an advisor who shares these values and sees financial planning as a meaningful partnership.
 
Key Responsibilities
 
Client Engagement & Relationship Management

  • Serve as the primary advisor for assigned clients
  • Conduct discovery meetings, annual reviews, and ongoing check-ins
  • Provide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
  • Deliver a consistent, high-quality client experience aligned with firm standards
  • Manage client onboarding, documentation, and follow-up communication

Financial Planning & Analysis
 
  • Gather and analyze client financial data
  • Develop comprehensive financial plans using financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Prepare and present planning recommendations in clear, actionable formats
  • Conduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
  • Update plans based on life changes, market conditions, or regulatory updates
 
Investment Strategy & Portfolio Support
  • Support investment management activities in collaboration with the principal
  • Review portfolio allocations, performance reports, and investment recommendations
  • Assist with research, due diligence, and investment strategy alignment
  • Ensure client portfolios reflect firm philosophy and risk tolerance
 
Team Collaboration & Leadership
 
  • Work closely with the principal to ensure consistent messaging and planning methodology
  • Mentor and train team members in financial planning processes
  • Support process improvement, planning operations, and workflow optimization
 
Business Development
 
  • Engage prospective clients through outreach, discovery conversations, and timely follow-up
  • Build relationships with clients, CPAs, attorneys, and community partners
  • Identify referral opportunities and contribute to firm growth initiatives
  • Represent the firm professionally at networking events and community engagements
 
Compliance & Documentation
 
  • Maintain accurate, compliant client records (electronic and physical)
  • Ensure adherence to FINRA, SEC, and state regulatory requirements
  • Uphold confidentiality, integrity, and professional standards
 
How We Work
 
We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our advisors listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism. We believe strong relationships build strong businesses — and we invest in those relationships every day.
 
Qualifications
About Grenier Financial Services
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