Financial Planner with Robust Support

ZipRecruiter; Worcester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning firm seeks experienced Financial Planners to join their growing team in Massachusetts. The role offers opportunities for advancement, flexible work options, and a supportive environment for professionals. Join us to make a significant impact on clients' lives and grow your career.

Benefits

401(k) with match

Cash Balance Pension Plan

Flexible schedule

Training & development

Health insurance

Dental insurance

Vision insurance

Company parties

Bonus based on performance

Opportunity for advancement

Qualifications

• Experience in financial planning and leadership.
• Strong recruitment and retention metrics.

Responsibilities

• Help shape the future of financial planning.
• Support clients with high-net-worth solutions.

Skills

Financial Planning

Leadership

Education

4-year college degree

B.A. in Economics

Tools

Series 7

Series 66

Life/Health Insurance License

Job description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join Our Growing Team in Massachusetts!

Regional Directors Andrew Grande, Rich Marooney, Jennifer Craig, and their dedicated team are expanding across New England. We seek experienced Financial Planners to help shape our future and make a local impact. We are committed to supporting professionals in a growth-oriented environment.

Our Mission and Vision:

To help advisors build efficient, profitable practices with creative solutions for high-net-worth clients. We aim to be an elite financial planning firm that partners with advisors to elevate their businesses.

Our Differentiators:

• Open Architecture System: No proprietary products; fiduciary responsibility and advisor autonomy prioritized.
• Advanced Technology: Cutting-edge tools to streamline operations and enhance client service.
• Growth Opportunities: Build assets, buy books of business, or create your practice.
• Leadership Potential: Earn bonuses by leading teams.
• FREE Leads: Access to high-quality lead programs at no cost.
• Business Development Services: Back-office and administrative support.
• Flexible Work Options: Office, remote, or hybrid arrangements available.

Community Support:

We support local causes like Toys for Tots and Relay for Life, and our leaders are involved in charitable initiatives such as the Leukemia & Lymphoma Society.

Meet Our Leaders:

Andrew Grande, Regional Director:

Over a decade of experience, leading practices in Massachusetts. Recognized for excellence and strong recruitment and retention metrics. Holds a B.A. in Economics from UMass Dartmouth.

Rich Marooney, Managing Director:

28 years of industry experience, passionate about financial responsibility, and active in hockey and community service.

Jennifer Craig, Regional Director & Financial Planner:

Since 2010, she has advanced from financial advisor to Regional Director, advocating for women and leadership in finance.

Support and Resources:

Partnership with Prudential and LPL Financial provides extensive resources, tools, and support for career growth.

Licensing and Education:

• Series 7
• Series 66
• Life/Health Insurance License
• 4-year college degree

Benefits and Compensation:

• 401(k) with match
• Cash Balance Pension Plan
• Private office support
• Competitive bonuses
• Insurance benefits
• Mutual fund plans
• Training and conference opportunities

Join Us!

Make a difference in clients' lives and grow your career with us. Flexible work from home options are available.

Disclosure: Candidates will be introduced to regulatory designations during interviews. All activities comply with relevant regulations.