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The Bulfinch Group · 5 days ago

Financial Advisor

Needham, MA

Full-time

Hybrid

New Grad, Entry Level

$36K/yr - $150K/yr

The Bulfinch Group is a growing organization that offers a unique approach to financial services. They are seeking Financial Advisors who are self-motivated and passionate about helping clients achieve their financial goals while providing them with access to various financial products and services.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

No H1B

U.S. Citizen Only

Hiring Manager

Ellie McCoy

Responsibilities

Working with clients to understand their goals, concerns, and current financial information

Analyzing information to create a plan with appropriate financial strategies, products, and services

Developing and maintaining a base of clients who value your input and guidance

Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years

Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche

Learning industry-leading sales skills and practices as well as improving and developing existing sales skills

Qualification

LifeHealth Licenses4-year college degreeSIE registrationFINRA Series 7FINRA Series 66Entrepreneurial SpiritRelationship ManagementSales SkillsWork Ethic

Required

Must be a US citizen or permanent resident

4-year college degree

Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)

Benefits

Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.

Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader’s Club, Chairman’s Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business

Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.

Strategic Mentorship : Engage in mentorship programs designed for senior-level advisors.

Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation