Associate - Financial Advisory Services

Huntington; Boston (MA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Extensive training

Mentorship program

Collaborative culture

Job summary

Strategies for Wealth is seeking an entry-level financial advisor to identify and help clients reach their financial goals through comprehensive planning services.

You will gain exposure to risk management, estate planning, debt and investment planning, real estate, retirement planning, mutual funds, and more while developing skills through ongoing training and mentorship.

Qualifications

• Bachelor's degree in finance, business administration, or related analytical field is required.
• Excellent communication and math skills; ability to build client relationships.
• Interest in financial industry and products; willingness to obtain FINRA license.
• Strong written and verbal communication; eagerness to learn and be coached.

Responsibilities

• Create customized financial plans for clients based on life stage, circumstances, and goals.
• Compile client profiles to provide sound financial advice and wealth management guidance.
• Expand client base by networking and presenting the range of financial services offered.
• Maintain long-term client relationships through personalized advice and ongoing coaching.

Skills

Communication skills

Analytical thinking

Client-focused

Learning mindset

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation

$90,000 - $100,000

Responsibilities

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
• Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
• Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
• Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
• Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
• Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
• Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
• Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
• Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
• Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
• Education: A bachelor's degree in finance, business, economics, or a related field is preferred.
• Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.

About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.