Financial Advisor

The Bulfinch 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

The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and the desire to grow professionally?

Are you ready to bet on yourself, set your own pace for success, and earn an income that matches your efforts?

Then it’s time to Team Up With Us at The Bulfinch Group.

We take an uncommon approach to financial services, focusing on long‑term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and resources you need.

Learn how you can get the support and culture you’re looking for while achieving the vision you have for your future. Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work‑life balance.

Have the Entrepreneurial Spirit: Self‑motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development – seeking the privilege of autonomy along with the benefits of joining a dynamic organization

Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile.

Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals

Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long‑term relationships; They are not afraid to spark up a conversation and ask for introductions

What you will be doing as a Financial Advisor…

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

Working with clients to understand their goals, concerns, and current financial information

Analyzing information to create a plan with appropriate financial strategies, products, and services

Developing and maintaining a base of clients who value your input and guidance

Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years

Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts

Expanding a business practice by use of effective prospecting and warm introduction or referral‑based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;

Learning industry‑leading sales skills and practices as well as improving and developing existing sales skills.

At The Bulfinch Group, we believe that providing world‑class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to:

Development and training—locally, virtually, and nationally—to support you as you build your practice with us

Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients

Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer‑driven study groups

State of the art professional office space

Proprietary financial planning tools and cutting‑edge technologies, with industry leading support and training

Leadership and career development opportunities including licensing/designation reimbursement

Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch

Benefits for the Financial Advisor:

Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes:

Perks of Your Expertise:

Professional Development: Benefit from our ongoing educational programs tailored for high‑caliber professionals.

Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader’s Club, Chairman’s Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business

Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.

Strategic Mentorship: Engage in mentorship programs designed for senior‑level advisors.

Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm’s charitable foundation

Qualifications for the Financial Advisor:

Must be a US citizen or permanent resident

Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly‑owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7271588.1 Exp 11/26