Financial Advisor - Hybrid (Danvers, MA)

OneDigital Investment Advisors LLC; Danvers (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning and development programs

Job summary

Digital Insurance LLC in Danvers, Massachusetts is seeking a Financial Advisor to develop and manage client relationships, providing targeted wealth management advice and solutions. The role involves serving clients with complex needs and ensuring exceptional service.

Candidates should have a Bachelor’s Degree, strong analytical and communication skills, and the ability to thrive in a collaborative environment. The position offers a competitive salary with additional benefits.

Qualifications

• Strong analytical, communication and interpersonal skills required.
• Dynamic and credible professional with exceptional presentation skills.
• Self-motivated with a commitment to excellence and high integrity.

Responsibilities

• Drive business results by developing client relationships.
• Advise clients on wealth management and asset allocation.
• Work closely with the Portfolio Management Team to provide solutions.
• Support business development efforts including events and campaigns.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Entrepreneurial spirit

Education

Bachelor’s Degree

MBA or JD preferred

Job description

Job Overview

The Financial Advisor drives business results by developing and maintaining client relationships, understanding client needs and delivering an exceptional client experience. The Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as exhibit technical knowledge and competency in financial management, retirement, and conducting retirement plan participant education meetings.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Responsibilities

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities.
• Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Advise clients on all aspects of wealth management including asset allocation, financial management and wealth planning.
• Serve as a resource for clients with complex wealth management needs and financial planning solutions.
• Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.
• Explain the value proposition of wealth management services to retirement plan participants.
• Qualify potential business leads.
• Close qualified business.
• Develop leads through working with existing plan clients, educational efforts, networking and client referrals.
• Convert leads to wealth management clients.
• Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
• Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions.
• Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation.
• Work in conjunction with the service team on day-to-day service including financial review meetings and financial planning.
• Support business development efforts of the Vice President which may include events, campaigns, prospect meetings and proposals.
• Assist the retirement plan group with putting together financial scorecard meeting materials and other due diligence efforts.

Qualifications and Skills

• Strong analytical, communication and interpersonal skills.
• Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Self‑motivated with a commitment to excellence and a high level of integrity.

Education, Training and Experience

• Bachelor’s Degree required; MBA, JD, or other advanced degree preferred.
• Experience working with high‑net‑worth individuals and families.

Compensation & Benefits

The typical base pay range for this role nationwide is $80,000 to $90,000 per year. Base pay is dependent upon skills, education, qualifications, professional experience and location. Some roles are eligible for variable compensation, commission and/or annual bonus based on performance. Eligible employees receive health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non‑exempt employees, learning and development programs and reimbursements for job‑related expenses. Employee perks and discounts are also provided.

Equal Employment Opportunity

OneDigital is an equal opportunity employer. We believe in hiring the most qualified applicant for the position, regardless of background. Our EEO policy protects all categories and we will consider qualified applications with arrest or conviction records in certain jurisdictions. Learn more at www.onedigital.com/careers.