Financial Advisor Trainee: Fast Track to Senior Advisor

Armstrong Advisory Group; Needham (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) match

Health insurance

Flexible spending account

Life insurance

Paid time off

Parental leave

Profit sharing after 3 calendar years

Job summary

Armstrong Advisory Group in Needham, MA seeks an energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication.

The role offers a fast track to Senior Financial Advisor within 5 years, requires CFP progress, Series 65/Life/Health licenses, and involves local travel in New England, primarily MA/RI.

Qualifications

• 3+ years in financial services with knowledge of economy, markets and financial planning principles.
• Progress toward or completed CFP designation.
• Bachelor’s degree from an accredited four-year institution.
• Strong organization and attention to detail.
• Series 65, Life, Accident and Health licenses.
• Experience using financial planning software and CRM.

Responsibilities

• Assist Senior Advisor in providing investment and financial planning advice to clients.
• Prepare meeting agendas, reports and materials for client reviews.
• Handle client calls and money movement requests; maintain client service records.
• Meet with clients alongside Senior Advisor and present company investment strategies.
• Explain investments and financial planning topics; provide ongoing client education.

Skills

Client interaction

Sales & presentation

Communication

Multi-tasking

Independent worker

Interpersonal skills

Detail oriented

Education

Bachelor’s degree

CFP designation (in progress or completed)

Series 65 license

Life, Accident and Health License

Tools

Financial planning software

MS Office

Salesforce / CRM software

Job description

Armstrong Advisory Group in Needham, MA seeks an energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication.

The role offers a fast track to Senior Financial Advisor within 5 years, requires CFP progress, Series 65/Life/Health licenses, and involves local travel in New England, primarily MA/RI.