Lead Advisor · 2 days ago
Financial Advisor (Training and CFP Track)
Dartmouth, MA
Full-time
Onsite
New Grad, Entry Level
$82K/yr - $120K/yrLead Advisor, LLC is seeking talented professionals to build a financial planning practice as advisors. This role offers an entrepreneurial opportunity with training and mentorship to develop a personal book of business and deliver tailored financial solutions to clients.
ConsultingInformation TechnologySecurity
Responsibilities
Develop and grow your personal book of business by actively prospecting and generating new client leads
Leverage existing professional, community, and personal networks to identify opportunities
Conduct discovery meetings to understand client goals and recommend tailored financial solutions
Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities
Qualification
Required
Bachelor's degree
Strong communication, presentation, and interpersonal skills
Self-starter with high motivation, resilience, and the ability to work independently
Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
Passion for helping clients achieve financial goals and willingness to build a career from the ground up
Preferred
Dartmouth, MA (Preferred)
Dartmouth, MA: Relocate before starting work (Preferred)
Benefits
401(k)
Health insurance
Retirement plan
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
Founded in 2017
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase