Advisor Talent Solutions ยท 4 days ago
Financial Advisor - Sunderland, MA
Sunderland, MA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $60K/yr
2+ years expDale A Frank Financial Group is committed to putting client needs first and is seeking a detail-oriented Financial Advisor to join their team in Sunderland, MA. The role involves preparing customized financial plans, assisting clients with various financial products, and maintaining strong client relationships while ensuring compliance with regulations.
AdviceConsultingStaffing Agency
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Provide ongoing support and respond to client inquiries
Regularly review and update financial plans to reflect changing circumstances
Maintain compliance with laws, regulations, and company policies
Identify potential clients and business opportunities through networking and referrals
Accurately complete paperwork and documentation
Qualification
Required
2+ years of financial services experience with an emphasis on sales
Life and Health license required
Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Ability to communicate complex financial information clearly to clients and team members
Demonstrated confidence and skill in public speaking
Preferred
College degree preferred
P&C insurance license (Property & Casualty) is a plus!
Series 65 or 66 license
Benefits
Subsidized health insurance
Simplified Employee Pension (SEP) plan with 4% of salary base as employer contribution after 12 months of employment
100% company-paid licensing class materials and exam fees to help advance your career
Continuing education paid up to $350/year
Annual firm paid trip
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase