What are the responsibilities and job description for the Financial Advisor position at Gorra Financial Group?
Company Description
Gorra Financial Group, based in Boston, MA, is dedicated to understanding and addressing the individual needs, wants, and long-term goals of clients. The company helps develop, implement, and monitor personalized financial plans to tackle challenges such as debt management, college savings, and retirement planning. With a focus on thinking innovatively and prioritizing client satisfaction, Gorra Financial Group empowers financial professionals to own their practice and serve clients effectively.
Role Description
This is a full-time hybrid role for a Financial Advisor at Gorra Financial Group. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services. While the role is based in Boston, MA, there is flexibility for some remote work.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Experience in Finance and Investments
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to adapt to changing financial landscapes
- Detail-oriented and organized mindset
- Certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field