Financial Advisor

Work Location: Worcester, MA | Remote candidates considered 

Work Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.

For more than 90 years, Feingold Companies has helped individuals, families, and businesses protect and maximize their assets through insurance, employee benefits, and financial services. Today, Feingold's financial services include retirement planning, money management, financial planning, and retirement plan administration for both individuals and businesses.

We are seeking an experienced Financial Advisor to join our financial services team and play an integral role in both growing and servicing our retirement and wealth management business.

This position bridges high-touch client relationship management with strategic growth. You will drive business development by acquiring individual high-net-worth clients and employer-sponsored retirement plans while actively managing portfolios and working with in-house plan third party plan administration. Whether servicing existing accounts or building a portfolio from the ground up, you will deliver custom retirement planning and comprehensive wealth management solutions.

Key Responsibilities

Dual Producer & Asset Management Strategy

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• Drive organic business growth by prospecting, networking, and onboarding private wealth clients as well as corporate 401(k) retirement plans.
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• Construct, implement, and rebalance customized investment portfolios tailored to client financial goals, cash flow needs, and risk profiles.
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Retirement Plan Administration & Servicing

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• Assist in ongoing operational servicing for employer-sponsored retirement plans.
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• Serve as a trusted advisor to plan sponsors, ensuring fiduciary compliance, plan health, and participant engagement.
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Comprehensive Financial Planning & Client Engagement

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• Conduct in-depth financial planning, including tax strategy, estate planning coordination, risk management, and retirement distribution models.
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• Prepare and deliver regular performance reviews, post-meeting summaries, and actionable recommendations using modern financial planning tools.
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• Build long-term relationships with clients, corporate sponsors, and Centers of Influence (COIs) to drive retention and referral opportunities.
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Qualifications

Required Qualifications

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• Experience: Minimum of 5 years of relevant financial advisory, wealth management, or retirement plan experience (more experience strongly preferred).
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• Licensing: Active FINRA Series 7 required.
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• Strong working knowledge of investment products, wealth management strategies, and qualified retirement plan operations.
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• Association with Cambridge Investment Research preferred (must be willing to work under the Cambridge corporate RIA).
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• Valid work authorization for the United States
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Preferred Qualifications

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• Certified Financial Planning designations highly preferred.
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• Proven track record in consultative sales, asset gathering, and proactive client retention.
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• Proficiency with CRM systems, financial planning software, and standard office suites.
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Compensation & Benefits

This opportunity offers the best of both worlds: financial stability and exceptional earning potential. During your initial validation period, you’ll receive a competitive base salary of $75,000-$90,000, along with commission opportunities that reward the value you bring to your clients. Final salary within this range will be based on factors such as experience, licensure, credentials, and demonstrated success in client development. This structure lets you focus on building meaningful client relationships and delivering thoughtful financial guidance, while giving you the ability to grow your income as your client base and assets under management expand.

Our comprehensive benefits package features competitive medical, dental, and vision insurance options, a 401(k) retirement savings plan, paid time off, support for professional development, and more.