Finance Associate

Rise North Capital; Nashua (NH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental

401(k)

Pension

Vision

HSA

Life insurance

Disability Insurance

Bonuses & commissions

Destination trips

Remote opportunities

Job summary

Rise North Capital in Nashua is seeking motivated individuals to join as Financial Representatives. This full-time role offers remote or in-person opportunities and a path to build a career delivering financial advice to individuals, families, and businesses.

You will learn to provide solutions in insurance, asset accumulation, and retirement planning, while developing client relationships and driving growth with coaching, training, and licensing support.

Qualifications

• Driven, coachable, competitive, resilient and with a strong work ethic.
• Track record of leadership and success.
• People oriented and capable of building client relationships.

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.

Skills

Driven

Coachable

Competitive

Resilient

Strong Work Ethic

Leadership Experience

People Oriented

Job description

Full-time, remote or in-person opportunities - office in Nashua, NH

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.