Financial Advisor

Advisor Employee Services

Hingham (MA)

On-site

USD 65,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Health insurance

PTO

Bonuses based on performance

Job summary

A reputable financial firm in Hingham is seeking a Financial Advisor. This role involves building strong client relationships, providing tailored financial plans, and working closely with existing clients and prospects. Ideal candidates will have a strong sales background, relevant licenses, and strong communication skills.

Qualifications

5+ years of experience in financial services, especially sales.
Licensed in Life and Health Insurance.
Communicative, organized, and able to build client relationships.

Responsibilities

Prepare and implement customized financial plans.
Assist with annuities, life insurance, and retirement planning.
Build and manage client relationships.

Skills

Strong initiative

Persistence

Excellent communication skills

Strong mathematical skills

Strong organizational skills

Education

5+ years of financial services experience

Life and Health License

Series 65 preferred

Tools

MS Office Suite

Redtail/CRM

Job description

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Advisor Employee Services provided pay range

This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $70,000.00/yr

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team!

The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.

Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
5+ years of financial services experience with an emphasis on sales
Life and Health Licensed required
Series 65 preferred
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Redtail/CRM preferred, but not required

Position Responsibilities:

Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals

Hours:

8:30am-4:30pm
M-F
Some evenings required for client events
$65,000-$70,000
Health insurance
PTO
Bonuses based on performance

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Seniority level