Financial Associate

Rise North Capital; Braintree (MA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Full Benefits (Health, Dental, 401(k), Pension, Vision)

Bonuses & Commissions

Company-Sponsored Destination Trips Worldwide

In-person and remote opportunities

Job summary

Rise North Capital in Braintree, Massachusetts seeks motivated individuals to join as Financial Associates, helping clients achieve their financial aspirations through tailored solutions in insurance and retirement planning.

This role includes mentorship, training, and leadership advancement opportunities. Also, staff enjoy full benefits, bonuses, and global company-sponsored trips, with flexible work options available.

Qualifications

• Background in finance or financial services is not required.
• Ability to collaborate with coaches and team members on client cases.
• Utilize marketing tools and resources to grow the client base.

Responsibilities

• Deliver financial advice and guidance to individuals, families, and businesses.
• Help clients achieve their financial goals through solutions in insurance and retirement planning.
• Participate in one-on-one strategic coaching and training.

Skills

Driven

Coachable

Competitive

Resilient

Strong Work Ethic

Track Record of Leadership and Success

People Orientated

Job description

We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Responsibilities

• Collaborate with coaches and other team members on client cases.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow the client base.

Qualifications

• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated

Background In Finance Or Financial Services Is NOT REQUIRED.

We are committed to your success and will provide all of the following to help you develop:

• One-on-one strategic coaching
• Mentorship, peer group learning environment
• Virtual or in-person trainings
• Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track
• Sponsorship for licenses and ongoing professional training

Additional Benefits

• Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
• Bonuses & Commissions
• Company-Sponsored Destination Trips Worldwide
• We offer in-person and remote opportunities.

Compensation: $60,000 per year