Financial Advisor

Bond Financial Group; East Longmeadow (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Bond Financial Group is growing its relationship-driven retirement planning practice and seeking a Financial Advisor to make a meaningful impact through thoughtful guidance and personalized strategies. You’ll build client relationships, lead discovery conversations, present retirement, investments, insurance, estate planning, and deliver a white-glove experience in a compliant environment.

This role values an entrepreneurial, people-focused mindset and a commitment to helping clients plan for

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Active FINRA licensing, such as SIE and Series 65, plus Life & Health Insurance licensing, or willingness to obtain required licenses within the designated timeframe.
• Ideally, 2+ years of client-facing financial services, sales, or B2B business development experience.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Comfort using CRM platforms, Microsoft Office, and financial planning software.
• A relationship-first mindset, entrepreneurial spirit, and genuine desire to help clients succeed.

Responsibilities

• Build new client relationships through referrals, networking, seminars, educational events, and consistent follow-up.
• Lead discovery conversations to understand client goals, risk tolerance, retirement timelines, and financial priorities.
• Present customized strategies across retirement income, investments, insurance, annuities, asset accumulation, and estate planning.
• Provide proactive reviews, clear communication, timely follow-up, and a white-glove client experience.
• Maintain accurate documentation and operate in alignment with compliance and industry standards.

Skills

Client relationship building

Communication skills

Sales / business development

Licensing: FINRA SIE & Series 65

Life & Health Insurance licensing

CRM proficiency

Proactive, consultative approach

Education

Bachelor’s degree in Finance/Business/Economics

Tools

CRM platforms

Microsoft Office

Financial planning software

Job description

We are growing our relationship-driven retirement planning firm and looking for a Financial Advisor who wants to make a meaningful impact. Our clients entrust us with some of their most important financial decisions, and we respond with thoughtful guidance, personalized strategies, and a commitment to long-term relationships.

This is an opportunity for an entrepreneurial, people-focused advisor who enjoys business development, values genuine client connection, and wants to empower individuals and families to make confident choices about their financial futures.

What You’ll Do:

• Build new client relationships through referrals, networking, seminars, educational events, and consistent follow-up.
• Lead discovery conversations to understand client goals, risk tolerance, retirement timelines, and financial priorities.
• Present customized strategies across retirement income, investments, insurance, annuities, asset accumulation, and estate planning.
• Provide proactive reviews, clear communication, timely follow-up, and a white-glove client experience.
• Maintain accurate documentation and operate in alignment with compliance and industry standards.

What We’re Looking For:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Active FINRA licensing, such as SIE and Series 65, plus Life & Health Insurance licensing, or willingness to obtain required licenses within the designated timeframe.
• Ideally, 2+ years of client-facing financial services, sales, or B2B business development experience.
• Strong communication, presentation, negotiation, and relationship‑building skills.
• Comfort using CRM platforms, Microsoft Office, and financial planning software.
• A relationship‑first mindset, entrepreneurial spirit, and genuine desire to help clients succeed.

If you are ready to grow with a close‑knit team and build a career centered on trust, service, and meaningful client impact, we would love to connect.