Financial Advisor

Financial Advisor - NO MORE COLD CALLING!

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include workshops, TV, podcast and digital marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team!

This position is based in our Needham, MA office and the candidate must be able to travel to our other Boston area offices.

Minimum Requirements

• College degree required
• 3 + years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
• CFP designation a plus
• Strong organizational, prioritization, interpersonal & management skills
• Excellent communications skills; both verbal and written

Position Responsibilities

• Meet with prospects and work with them through the onboarding process
• Prepare, present and implement customized financial plans
• Assist clients with annuities, life, long-term care & managed money
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
• Ability to present at educational dinner workshops

Key Traits

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build a client base
• Persuasive ability