TalentLink Solutions · 4 hours ago
Wealth Management - Financial Advisor (Hybrid Schedule)
Worcester, MA
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $75K/yr
2+ years expTalentLink Solutions is an independent, fee-based investment advisory firm located in Worcester, MA, specializing in active management and capital preservation. They are seeking a dedicated Financial Advisor to support lead advisors, manage client relationships, and provide tailored financial planning and investment solutions while nurturing referral streams and expanding client relationships.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Prospect & Referral Pipeline Management: Monitor and cultivate incoming warm leads from our highly productive referral networks, converting prospects into clients by understanding and addressing their needs. This role does not require cold calling
Client Reviews: Conduct periodic reviews to track changes in clients’ financial situations, analyze plan performance, and recommend strategy adjustments
Client Support: Assist lead advisors by conducting client research, preparing for meetings, and delivering ongoing service to ensure an exceptional client experience
Financial Planning: Interview clients to assess income, expenses, risk tolerance, and goals; prepare financial plans using firm software
Client Engagement: Build and maintain deep client relationships through regular communication (in-person, phone, email), addressing inquiries and adapting plans to evolving needs
Compliance & Ethics: Adhere to regulatory standards and the firm’s compliance policies, maintaining high ethical standards and client confidentiality
Team Collaboration: Work closely with the client service team and participate in coaching from lead advisors to develop client acquisition and advisory skills
Additional Duties: Handle follow-up tasks, set client appointments, and perform other duties as needed, with potential for limited travel
Qualification
Required
Bachelor's degree in Finance, Economics, or analytical field preferred
CFP, CFA, or FINRA Series 66 license or equivalent a plus
2-8 years in financial advisory, wealth management, or related fields, with an investment philosophy that values tactical strategies
Proficiency in industry-specific software (CRM, financial planning, and investment analysis tools) required; familiarity with Schwab, Advyzon, and RightCapital is a plus
Strong analytical skills to interpret market trends and economic cycles
Exceptional interpersonal and communication skills for clear, jargon-free client interactions
Strong organizational and prioritization skills to manage multiple tasks effectively
Comfortable with presentations and client-facing interactions (in-person and virtual)
Alignment with our skepticism of current financial markets and commitment to capital preservation
Team-oriented, reliable, and client-focused
Detail-oriented, adaptable, and passionate about delivering ethical, impactful financial advice
Benefits
Medical insurance
Unlimited paid time off
Paid holidays
401(k) with match
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase