Financial Advisor

OneDigital

Financial Advisor developing and maintaining client relationships while delivering exceptional wealth management solutions. Collaborating with teams to meet clients' complex financial planning needs.

Posted 7/1/2026full-timeDanvers • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning
Serve as a resource for clients with complex wealth management needs and financial planning solutions
Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
Explain the value proposition of wealth management services to retirement plan participants
Qualify potential business leads and close qualified business
Develop leads through working with existing plan clients, educational efforts, networking and client referrals
Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions
Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation
Work in conjunction with the service team on day to day service including financial review meetings and financial planning

Requirements

What you’ll need

Bachelor’s Degree required; MBA, JD, or other advanced degree preferred
Experience working with high-net-worth individuals and families
Strong analytical, communication and interpersonal skills
Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Self-motivated with a commitment to excellence and a high level of integrity

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Variable compensation
Annual bonus based on performance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Asset AllocationFinancial ManagementRetirement PlanningFinancial ReviewClient Needs Assessment

Soft Skills

Communication SkillsInterpersonal SkillsPresentation SkillsSelf-MotivationTeam Collaboration

Certifications

Bachelor’s DegreeMBAJD