Finance Associate

Rise North Capital; Braintree (MA); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Bonuses & commissions

Travel opportunities

Remote work options

Job summary

Rise North Capital is seeking motivated individuals for full-time roles that can be done remotely or in person at our office in Braintree, MA. You will build a career delivering financial advice to individuals, families, and businesses, helping clients reach financial goals through insurance, asset accumulation, and retirement planning.

You will receive coaching, mentorship, and access to resources to grow your client base while maintaining compliance with industry standards.

Qualifications

• Driven, coachable, and competitive with a strong work ethic.
• Track record of leadership and success.
• People‑oriented attitude.
• Background in Finance or Financial Services is NOT REQUIRED.

Responsibilities

• Attend trainings to enhance financial expertise.
• Collaborate with coaches on client cases.
• Develop client relationships and tailored strategies.
• Offer insurance, asset accumulation, and retirement planning.
• Utilize marketing tools to grow client base.
• Ensure compliance with financial industry standards and licensing requirements.

Skills

Driven

Coachable

Competitive

Resilient

Strong work ethic

Leadership track

People oriented

Job description

Full-time, remote or in-person opportunities - office in Braintree, MA

We are looking formotivated people,both new to the professional workforce and career changers with a track record of success, to join our growing team.

In your role as a Financial Representative, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses.Your goal will be to help clients achieve their financial goalsthrough our process and provide solutions in insurance, asset accumulation, and retirement planning.

We will provide you with the tools and teach you the skill sets you needto succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Responsibilities

• Attend virtual or in-person trainings to enhance financial expertise.


• Collaborate with coaches and other team members on client cases.


• Develop client relationships and provide tailored financial strategies.


• Offer solutions in insurance, asset accumulation, and retirement planning.


• Utilize marketing tools and resources to grow your client base.


• Ensure compliance with financial industry standards and licensing requirements.

Qualifications

• Driven


• Coachable


• Competitive


• Resilient


• Strong Work Ethic


• Track Record of Leadership and Success


• People Orientated

Background in Finance or Financial Services is NOT REQUIRED.

We are committed to your success and will provide all of the following to help you develop:

• One-on-one strategic coaching


• Mentorship, peer group learning environment


• Virtual or in-person trainings


• Remote access to top resources and experts in the industry


• Marketing systems and capital


• Leadership advancement track


• Sponsorship for licenses and ongoing professional training

Additional Benefits

• Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)


• Bonuses & Commissions


• Company-Sponsored Destination Trips Worldwide


• We offer in-person and remote opportunities.

Please note: must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered.