Associate Financial Planner

Strategies for Wealth; Boston (MA); On-site; USD 90,000 - 100,000; Full time

Job summary

A leading company in financial services is seeking an entry-level financial advisor in Boston, Massachusetts. This role offers the opportunity to help clients achieve their financial goals through personalized financial planning and relationship management. Ideal candidates will have a Bachelor’s degree and a drive to learn and grow in the financial industry while earning a competitive salary.

Qualifications

• Basic knowledge about financial products and the role of a financial advisor.
• Strong communication and analytical skills to assess client needs.
• Eagerness to learn through training and mentorship.

Responsibilities

• Create customized financial plans for clients based on individual circumstances.
• Seek and build strong relationships with new clients.
• Coachability and openness to feedback from senior advisors.

Skills

Communication

Problem-Solving

Relationship Building

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

Google Suite

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! Responsibilities: • 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 • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • 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 • 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 business 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 your client base and offering valuable financial solutions. Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Requires a Bachelor’s degree in business administration, finance, or other related field • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • 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. Compensation: $90,000 - $100,000

• 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 business 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 your client base and offering valuable financial solutions.

Compensation:
$90,000-$100,000 per year