Financial Associate

Wizehire; Braintree (MA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

401(k) plan

Pension

Vision insurance

Life insurance

Disability insurance

Company-sponsored trips

Job summary

Wizehire is seeking motivated individuals for the Financial Associate position in Braintree, Massachusetts. This role involves delivering financial advice, providing client solutions in insurance and retirement planning, and helping clients achieve their financial goals.

The ideal candidate will be self-motivated and eager to learn, with no prior financial experience required. Full benefits and competitive compensation of $60,000 per year are included along with opportunities for bonuses and commissions.

Qualifications

• Must be authorized to work in the US.
• No prior financial experience is required, with training included.
• History of leadership or achievement is preferred.

Responsibilities

• Collaborate with coaches on client cases.
• Offer solutions in insurance and retirement planning.
• Utilize marketing tools to grow the client base.
• Engage in structured coaching and mentorship.
• Develop client relationships with tailored financial strategies.
• Ensure compliance with industry standards.
• Attend training to enhance financial expertise.

Skills

Interpersonal skills

Communication skills

Competitive mindset

Self-motivated

Coachable

Resilient

Strong work ethic

Leadership experience

People-oriented

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.
• Engage in structured coaching, mentorship, and training programs.
• Develop client relationships and provide tailored financial strategies.
• Ensure compliance with financial industry standards and licensing requirements.
• Attend virtual and in‑person training to enhance financial expertise.

Qualifications

• Must be authorized to work in the US.
• Strong interpersonal and communication skills.
• Competitive mindset with a history of leadership or achievement.
• No prior financial experience is required, and comprehensive training is included.
• Self‑motivated, coachable, and driven to succeed.
• Driven
• Coachable
• Competitive
• Resilient
• Strong work ethic
• Track record of leadership and success
• People‑oriented

Background in Finance or Financial Services Is Not Required

Training and Support

• One‑on‑one strategic coaching.
• Mentorship and 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.

Benefits

• Full benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI).
• Bonuses and commissions.
• Company‑sponsored destination trips worldwide.
• We offer in‑person and remote opportunities.

Compensation

60,000 per year

About the Company

Rise North Capital is a proud partner of National Life Group. Our mission is to do good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises and providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.