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Experienced Financial Advisor - Needham Heights, United States - The Bulfinch Group
3 weeks ago
Description
The Bulfinch GroupExperienced Financial Advisor Position
The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all.
Join our growing team as a Financial Advisor Having a career that allows you to make a meaningful impact doesn't mean you need to sacrifice earning potential or work-life balance.
We are currently looking for experienced, licensed advisors to join our firm.Strong Candidates Are:
Self‐motivated individuals with a dynamic, confident personality, a strong work ethic, and entrepreneurial spirit
Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals
Looking for career growth and development – seeking the privilege of autonomy along with the benefits of joining a dynamic organization
Looking to expand their current network by cultivating and enhancing long-term relationships
Why the Bulfinch Group?
At The Bulfinch Group, with the support of our strategic partnerships with Guardian Life and Park Avenue Securities, we offer a very competitive opportunity for those open to making a move within the industry:
Highly competitive contract, with leading renewal rates, competitive payouts, and minimal fees & expenses, allowing you to build a lucrative practice
Transition assistance with a dedicated Transition Assistance Team
Unique, proprietary holistic planning tool and process
Robust product offerings – Having access to comprehensive offerings such as advisory solutions, brokerage accounts, annuities and insurance, cash management, retirement plans, and education accounts allows you to exceed your clients' needs
Specialized teams dedicated to each of the products we offer, available to support the needs of your practice
Award-winning leadership development programs
Entrepreneurial focus and DBA friendly – You own your own business and you choose who you work with, regardless of case size
Responsibilities for the Financial Advisor Position:
Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a plan with appropriate financial strategies, products, and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years
Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts
Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;
Learning industry-leading sales skills and practices as well as improving and developing existing sales skills.
Training & Development at The Bulfinch Group:
At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA.
Through our unparalleled support and training, you will have access to:
Development and training—locally, virtually, and nationally—to support you as you build your practice with us
Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients
Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups
State of the art professional office space
Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training
Leadership and career development opportunities including licensing reimbursement and sponsorship
Benefits for the Experienced Financial Advisor Position:
Quality people deserve to be recognized for their performance.
In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes:
High earning potential with one of the most lucrative contracts in the business
401(k) with Match and Roth options
Health insurance
Dental insurance
Local and national level rewards programs with world-class recognition events
Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Qualifications for the Experienced Financial Advisor Position:
Must be a US citizen or permanent resident
2-10 years of experience in a Financial Advisor role, or similar position
In order to be considered as an experienced Financial Advisor, we are seeking candidates who hold some or all of the following licenses:
Life Insurance
Health Insurance
Securities Industries Exam
FINRA Series 7
FINRA Series 66
FINRA Series 63 and Series 65 are acceptable in lieu of the Series 66
The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ:
160 Gould Street, Suite 310, Needham, MA 02494, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Trademarks of The Guardian Life Insurance Company of America (Guardian) are used with express permission.
2024 Guardian Exp 3/26
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