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OneDigital · 1 day ago

Financial Advisor

Danvers, MA

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

OneDigital is on a mission to help people do their best work and live their best lives. The Financial Advisor plays a crucial role in evaluating clients and prospects, providing tailored financial advice, and supporting business development efforts through various strategies.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

No H1B

Responsibilities

Build trust with clients by understanding their financial needs, goals, and risk tolerance

Develop and present customized financial plans, collaborating with internal teams as needed

Deliver an exceptional client experience through ongoing communication and service

Meet with clients regularly to review progress and ensure investment alignment with evolving needs

Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning

Serve as a resource for clients with complex financial planning needs and retirement plan considerations

Stay informed on best investment solutions to present to clients

Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals

Convert leads into wealth management clients by effectively advancing them through the sales pipeline

Collaborate with the service team on client onboarding and ongoing service activities

Support business development efforts through events, campaigns, and prospect meetings

Document client interactions and lead generation activities using the CRM system

Generate revenue through successful sales activities

Qualification

Financial planningInvestment strategiesSales experienceCRM proficiencyMicrosoft Office SuiteCommunication skillsPresentation skillsInterpersonal skillsAdaptabilityConfidentiality

Required

Must be eligible to work in the United States without the need for work visa or residency sponsorship

Proven track record of exceeding sales goals

Strong understanding of financial planning principles, investment strategies, and relevant regulations

Excellent communication, presentation, and interpersonal skills

Ability to work and make decisions independently

Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)

Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred

Proven success with multi-tasking and managing priorities effectively

Ability to adapt to a rapidly changing business and technology environment

Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients

Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data

Regular and predictable attendance is required

Business travel up to 25%

Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

2+ years of financial advisory experience required

Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire