The Bulfinch Group · 3 days ago
Managing Associate - Financial Advisor
Needham, MA
Full-time
Onsite
Mid, Senior Level
3+ years expThe Bulfinch Group is seeking an experienced Financial Advisor for a leadership position. The Managing Associate will recruit, train, supervise, and grow a unit of Financial Representatives while assisting in the overall marketing and development of the firm.
BankingConsultingCrowdfundingFinancial Services
No H1B
U.S. Citizen OnlyHiring Manager
Ellie McCoy
Responsibilities
Continue to grow and manage a practice as a Financial Advisor
Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice
Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices
Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities
Source, select and successfully recruit financial representative candidates from within the firm’s target markets
Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents
Qualification
Required
Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements and values
A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision
Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level and impart best practices
High level of initiative and independence to generate an equivalent sense of urgency and entrepreneurship in agents
Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness
Build a thorough understanding of the firm's training systems, products and resources and their proper application in an agent's development
Multi-task and lead by example
Gain a strong understanding of the mission, values and culture of the firm and instill them in others
College degree or equivalent work experience
3-5 years Financial Advisor Experience; Previous Management experience is a bonus
Candidate must be a US Citizen or Green Card holder
Preferred
SIE, FINRA 7, 66 certifications preferred
Life License and Accident & Health License preferred
Demonstrated background and success in firm building and recruitment is a bonus
Company
The Bulfinch Group
The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin S. Schneider
Partner/Executive Vice President
Company data provided by crunchbase