Financial Advisor (Braintree, Ma)

Financial Advisor
Financial Consultant
(Financial Services Firm)

Our client’s Independent Financial Firm located in the Braintree, MA area, is adding a key Team Member. They are seeking a professional Financial Advisor / Financial Consultant who is ready to help an already thriving company continue to grow. They are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality.

Our client offers a change from the typical Financial Firm with too much overreach, red tape and a high-pressure sales environment. As a new Financial Advisor / Financial Consultant with our client’s firm, you can expect income stability, an existing book of business to work with, additional company generated leads, a flexible work environment and tremendous career growth opportunities. If you want to join a Financial Services Team that has sustained success in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS:

• 5+ years of Financial Services Industry experience in a client-facing role (Ex: Client Service Specialist, Associate Financial Advisor, Financial Advisor, Financial Planner, Etc.)
• FINRA Series 7 Securities License (Active & Good Standing)
• FINRA Series 66/65/63 Securities License (Active & Good Standing)
• Life, Health & Annuities Insurance License (Active & Good Standing)
• Advanced Technology Skills and use of Microsoft Office (Outlook, Word, Power Point, Excel)
• Financial Planning Software experience (Ex: Money Guide Pro, eMoney, Hidden Levers, Etc.)
• CRM Software / Database Experience (Ex: Salesforce, Redtail, Etc.)

PREFERRED QUALIFICATIONS:

• 2+ years of Wealth Management experience as a Financial Advisor / Associate Financial Advisor or similar role
• CFP or CFP Candidate is a plus

ROLE DESCRIPTION:

Creating a client-friendly culture of success and growth is at the heart of our client’s Financial Services business model. Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Consultant you will pursue this mission through the following duties and responsibilities:

• Effectively manage current clients, new leads and grow an assigned “book” of clients
• Assist in developing and executing financial plans and strategies for current and future clients
• Ensure client business flow, inquiries and concerns are resolved and service levels are met
• Develop effective working relationships with Team Members and internal Departments to ultimately provide effective service for clients
• Conduct and record communications with clients and/or prospects
• Initiate and track client paperwork effectively
• Follow–up on and document pending business with companies and clients
• Conduct and participate in direct client meetings and sales / informational events
• Actively participate in Pre and Post Client Meeting Support as part of the Advisor Team
• Provide thorough, high-quality research, problem solving and issue resolution

REQUIRED SKILLS:

• Energetic, motivated and outgoing
• Ability to prioritize projects and manage time
• Organization skills & attention to detail
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Self-directed initiative and follow through
• High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
• Excellent interpersonal, written, and verbal communications
• Ability to present financial products in various settings
• Ability to closely follow office processes & policies related to office operations & client privacy
• Demonstrated ability to work independently and as part of a collaborative team
• Ability to adhere to complex Regulatory and Compliance requirements

COMPENSATION:

• $120,000 - $170,000 Annually (Salary + Incentives)
  *Based upon Experience, Licensing and/or Certifications*
• Medical Insurance Contribution + 401k
• Generous PTO Policy & Paid Holidays
• Monday-Friday Schedule & Great Work/Life Balance
• Professional, Fun, Motivating Atmosphere

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care and who truly enjoy helping make a difference in people’s lives!

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client’s Financial Advisor / Financial Consultant in the Braintree, MA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for our client’s position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!