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Financial Advisor at OneDigital - ApplyBlast

Financial Advisor

OneDigital

9 months ago

3.1 on Glassdoor

Danvers, MA

Hybrid

Full Time

Medior

0 applicants

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About this role

A Financial Advisor / Wealth Management role at OneDigital focused on evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help clients achieve their financial goals. The position supports business development and client retention by leveraging expertise in financial planning, investments, and retirement solutions.

Skills

Qualifications

Bachelor's DegreeSecurities LicenseIAR Registration

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.