New England Financial Advisors (NEFA) ยท 1 month ago
Financial Advisor/Wealth Manager - Providence, RI
Providence, RI
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrNew England Financial Advisors is a firm that focuses on reinventing financial advice for their clients. They are seeking Financial Advisors who can help clients assess their financial needs and develop customized financial plans while maintaining strong relationships and providing ongoing support.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Jason Mickool
Responsibilities
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
Qualification
Required
Associate's degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Benefits
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Company
New England Financial Advisors (NEFA)
At New England Financial Advisors (NEFA), we offer personalized financial planning, investment guidance, retirement strategies, and tax-smart wealth management to individuals, families, and business owners throughout the region.
Founded in 2025
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase