Financial Advisor - Uncapped Earnings & Elite Training

New England Financial Advisors (NEFA); Providence (RI); On-site; USD 70,000 - 120,000; Full time

Job summary

New England Financial Advisors in Providence, RI seeks a driven Financial Advisor who can build client relationships and create tailored plans. No prior finance experience is required, but energy, people skills, work ethic, and an entrepreneurial spirit are essential.

Training and support will be provided to help you succeed. You will identify potential clients, assess their needs, develop financial plans, and maintain ongoing guidance.

Qualifications

• Associate's degree in business or industry-related field.
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address each of the clients desired goals.
• Maintain strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

Energetic

People skills

Strong work ethic

Entrepreneurial spirit

Education

Associate's degree in business or industry-related field

Job description

New England Financial Advisors in Providence, RI seeks a driven Financial Advisor who can build client relationships and create tailored plans. No prior finance experience is required, but energy, people skills, work ethic, and an entrepreneurial spirit are essential.

Training and support will be provided to help you succeed. You will identify potential clients, assess their needs, develop financial plans, and maintain ongoing guidance.