Rise North Capital · 2 months ago
Finance Associate
Braintree, MA
Full-time
Onsite
New Grad, Entry LevelRise North Capital is seeking motivated individuals to join their growing team as Finance Associates. In this role, you will provide financial advice and guidance to clients, helping them achieve their financial goals through insurance, asset accumulation, and retirement planning.
ConsultingFinanceFinancial ServicesRetirement
No H1B
U.S. Citizen OnlyHiring Manager
Christine Candler
Responsibilities
Attend virtual and in-person training to enhance financial expertise
Collaborate with coaches and other team members on client cases
Develop client relationships and provide tailored financial strategies
Offer solutions in insurance, asset accumulation, and retirement planning
Utilize marketing tools and resources to grow your client base
Ensure compliance with financial industry standards and licensing requirements
Qualification
Required
Driven
Coachable
Competitive
Resilient
Strong Work Ethic
Track Record of Leadership and Success
People Orientated
Must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered
Benefits
Flexible schedule
Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
Bonuses & Commissions
Company-Sponsored Destination Trips Worldwide
We offer a •hybrid•work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Company
Rise North Capital
Rise North Capital is a financial advisory firm that provides retirement, investment, insurance, tax planning, and business services.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Logan
Founder
Recent News
risenorthcapital.com
2025-03-04
Company data provided by crunchbase