We are seeking motivated and entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidates we are looking for must possess uncompromising integrity and a willingness to learn throughout their careers.
Job Summary: We are seeking a knowledgeable and client-focused Financial Advisor to join our reputable firm. In this role, you will provide personalized financial advice to clients, guiding them in making informed decisions regarding investments, insurance, estate planning, and retirement planning. You will build long-term relationships with clients, understand their financial goals, and develop comprehensive financial plans tailored to their needs. The ideal candidate will have a strong understanding of financial markets, excellent communication skills, and a commitment to delivering exceptional client service.
You will have the opportunity to learn:
- In-depth knowledge of investment strategies, financial products, and financial planning principles.
- Strong analytical skills and the ability to interpret complex financial information.
- Excellent interpersonal and communication skills, including the ability to explain complex financial concepts to clients.
- Ability to build trust and rapport with clients and maintain confidentiality.
- Detail-oriented with strong organizational skills and the ability to manage multiple clients and priorities effectively.
- Proficiency in financial planning software and Microsoft Office Suite.
Work Environment:
- Office-based environment with occasional client visits and meetings.
- Flexible working hours may be required to accommodate client schedules.
- Opportunities for professional development and continuing education.
Salary and Benefits:
- Compensation is NOT 100% commission but is production driven. Depending on your background and transferrable skills 100K-150K is a realistic first year goal. Compensation includes First Year Commission, Training Allowance, Expense Allowance, Activity Bonus and more.
- Comprehensive benefits package including health insurance, retirement plans, and performance-based incentives.
- Opportunities for career growth and advancement within the firm.
Application Process: Interested candidates are invited to submit a resume and cover letter outlining their qualifications and experience related to the position of Financial Advisor. Please include contact information for references.
Job Types: Full-time, Contract
Pay: $50,000.00 - $125,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work setting:
- In-person
- In the field
- Office
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Waltham, MA 02451 (Required)
Ability to Relocate:
- Waltham, MA 02451: Relocate before starting work (Required)
Work Location: In person