Associate Financial Advisor

Lead Advisor LLC; Westford (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm in wealth management is seeking a dedicated financial advisor to join their team. This role involves providing strategic financial planning and investment management advice to clients, helping them achieve their financial goals. You'll assess clients' financial objectives and proactively manage an existing client base while building new relationships. Ideal candidates will have a strong background in sales and client management, along with relevant licenses. This is a fantastic opportunity to grow in a supportive environment focused on client success and financial well-being.

Benefits

Health Insurance

Vision Insurance

401(k)

Flexible Schedule

Holiday Pay

Paid Time Off

Long-Term Disability

Short-Term Disability

Qualifications

• At least 2 years of experience as a producing advisor.
• Strong sales, marketing, and business development skills are essential.

Responsibilities

• Provide financial planning and investment management advice to clients.
• Assess clients' financial objectives and guide them towards their goals.

Skills

Financial Planning

Sales Skills

Investment Management

Client Relationship Management

Education

FINRA Series 7 License

CFP Designation

Life & Health Insurance License

Tools

eMoney Software

Job description

Redefining Wealth Management Team Building

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westford, Massachusetts. To view other open roles, visit jobs.lead-advisor.com.

Job Expectations:

You will be responsible for providing financial planning and advice, along with investment management recommendations, to serve our clients. Your duties include assessing clients' financial objectives, guiding them in achieving their financial goals, and proactively managing and building on an existing client base by analyzing risk tolerance, goals, income needs, assets, investments, and debts.

Client Advising Areas:

• Retirement planning using eMoney software
• Evaluating investment options and developing referral resources among existing clients while building new relationships
• Insurance needs and long-term care planning
• Coordinating with estate planning attorneys and executing estate planning documents
• Identifying cross-sell opportunities through client profiling and needs-based selling

Company Information & Requirements:

• FINRA Series 7 license required
• Series 63 and 65 licenses preferred; training available
• Life & Health Insurance license preferred; training available
• Strong sales, marketing, and business development skills
• At least 2 years of experience as a producing advisor
• CFP designation preferred; training available

Benefits:

• Health Insurance
• Vision Insurance
• 401(k)
• Flexible Schedule
• Holiday Pay
• Paid Time Off
• Long-Term Disability
• Short-Term Disability

Additional Details:

Seniority level: Associate

Employment type: Full-time

Job function: Finance

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