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Financial Advisor (MA)

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team!

The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries. This position is based in our Needham, MA office and the candidate must be able to occasionally travel to all our Massachusetts offices.

This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.

Minimum Requirements

  • College degree preferred
  • 5+years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7 & 66
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written
  • Ability to work in a fast-paced, evolving environment
  • Process-oriented approach to problem-solving and must be detail focused

Position Responsibilities

  • 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
  • Attend evening educational workshops and present educational programs

    Employment Type: Full-time


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