Rise North Capital · 1 month ago
Financial Associate
Nashua, NH
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $60K/yrRise North Capital is seeking motivated individuals, including career changers and new professionals, to join their team as Financial Associates. In this role, you will provide financial advice and guidance to help clients achieve their financial goals, focusing on insurance, asset accumulation, and retirement planning.
ConsultingFinanceFinancial ServicesRetirement
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 the 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
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