About this role
Financial Advisor at Grenier Financial Services. Location: Springfield, Massachusetts, United States. Role: advising clients, developing plans, managing relationships Requirements: Series 7 required; state insurance licenses preferred; CFP helpful; bachelor’s degree in finance/business/economics preferred; strong client-facing, analytical, and communication skills; proficiency with Microsoft Office. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, state health, state life, state disability, variable annuity, cfp Commitment: Full Time Workplace: Onsite Languages: English