Director of Research, Investment Advisor

Overview

Grenier Financial Advisors offers Securities and Advisory Services through LPL Financial, a Registered Investment Adviser and member of FINRA/SIPC. The firm is dedicated to delivering financial expertise and trusted advisory services. Focused on client goals, Grenier Financial Advisors provides personalized investment solutions to help clients achieve financial security and growth.

This is a full-time, on-site role located in Springfield, MA for a Director of Research, Investment Advisor. The role involves overseeing and conducting comprehensive investment research, developing investment strategies, and making informed recommendations aligned with client goals. The Director will also analyze financial markets, monitor portfolio performance, and communicate findings to clients and stakeholders. Collaboration with the advisory and finance team to enhance investment offerings is expected.

• Strong background in Investment Management and Investments
• Proficiency in Analytical Skills and ability to assess market trends
• Knowledge of Investment Strategies and portfolio management
• Solid foundation in Finance and economic principles
• Exceptional written and verbal communication skills
• Bachelor's degree in Finance, Economics, Business, or related field required; advanced degree or certifications (e.g., CFA) are preferred
• Experience in the financial advisory or investment management industry is highly desirable