Community‑Focused Financial Advisor — Grow Your Practice

TEEMA Solutions Group; Needham (MA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional development programs

401(k) with match options

Health and dental insurance

Mentorship programs

Job summary

A growing financial services firm in Needham seeks a Financial Advisor who is self-motivated and possesses a strong work ethic. You will work directly with clients to provide comprehensive financial services and build lasting relationships. Successful candidates should have a history of achievements and strong networking abilities. This role offers significant growth potential with competitive compensation and robust professional development opportunities.

Qualifications

• Must be a US citizen or permanent resident.
• Obtain appropriate state insurance licensing prior to career launch.
• Demonstrated history of success in previous roles is preferred.

Responsibilities

• Work with individuals and businesses to access financial products.
• Create financial strategies and maintain client relationships.
• Engage in ongoing training and education for skill enhancement.

Skills

Self-motivated

Strong work ethic

Dynamic and confident personality

Networking skills

Analytical skills

Education

Life and Health Licenses

Tools

Financial planning tools

Job description

A growing financial services firm in Needham seeks a Financial Advisor who is self-motivated and possesses a strong work ethic. You will work directly with clients to provide comprehensive financial services and build lasting relationships. Successful candidates should have a history of achievements and strong networking abilities. This role offers significant growth potential with competitive compensation and robust professional development opportunities.