Job description
We're looking for a confident, sharp-minded professional who is capable of working independently while still staying informed and connected with their co-workers. Our company needs articulate individuals who are capable of articulating complex financial issues and advising our clients on the most effective investment strategies for their needs. The successful Financial Advisor will be able to work well in a team environment as well as independently, and will be a good communicator with strong writing and presentation skills.
Responsibilities:
- Handle all aspects of customer interactions.
- Meet with company or personal contacts.
- Conduct research and recommend investments.
- Help new and current clients achieve their financial goals.
- Accurately document all client interactions.
- Find solutions to specific financial problems.
- Mentor less experienced employees.
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
- Weekend availability
Supplemental pay types:
- Bonus pay
- Commission pay
Ability to commute/relocate:
- Wellesley Hills, MA: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):
- What is the best email to contact you?
License/Certification:
- Series 7 (Required)
- Series 66 (Preferred)
- Series 63 (Preferred)
- Series 65 (Preferred)
Work Location: In person
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