Financial Associate Training Provided

WizeHire, Inc; South Hadley (MA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonuses & commissions

Comprehensive benefits

Travel incentives

In-person office

Multiple offices

License sponsorship

Coaching & mentorship

Job summary

WizeHire, Inc. is seeking an entry-level Financial Associate in South Hadley, MA. You will receive training, mentorship, and support to build a long-term career delivering financial advice to individuals, families, and businesses.

The role emphasizes client relationships, insurance solutions, asset accumulation, and retirement planning. You will work with coaches and teammates to grow skills, while gaining leadership development and licensing sponsorship opportunities.

Qualifications

• Driven, coachable and competitive individuals who can develop client relationships.
• Resilient with a strong work ethic and leadership potential.
• People oriented with willingness to learn and grow in financial services.

Responsibilities

• Attend trainings to build financial expertise.
• Collaborate with coaches and team on client cases.
• Develop client relationships and tailor financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools to grow client base.
• Ensure compliance with industry standards and licensing.

Skills

Driven

Coachable

Competitive

Resilient

Strong Work Ethic

Leadership potential

People oriented

Job description

Start Building Something That's Yours.

Whether you're not yet licensed, newly licensed, or changing careers - we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.

About the Role

In your role as a Financial Associate, we will help you build your 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.

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career.

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.

Compensation & Benefits

• Performance-based bonuses and commissions

• Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension

• Company-sponsored destination trips and travel incentives

• In-person work - office located in South Hadley, MA

• Other office locations: Nashua, NH and Braintree MA

• Sponsorship for licenses and ongoing professional development

• One-on-one coaching, mentorship, and leadership development opportunities

Responsibilities

As a Financial Associate, you will:

• Attend virtual or in-person trainings to enhance financial expertise.

• Collaborate with coaches and other team members on client cases.

• Develop client relationships and provide tailored financial strategies.

• Offer solutions in insurance, asset accumulation, and retirement planning.

• Utilize marketing tools and resources to grow your client base.

• Ensure compliance with financial industry standards and licensing requirements.

Qualifications

Successful Financial Associate candidates are:

• Driven

• Coachable

• Competitive

• Resilient

• Strong Work Ethic

• Track Record of Leadership and Success

• People Orientated

Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.

Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

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

• One-on-one strategic coaching

• Mentorship, peer group learning environment

• Virtual and in-person training

• Remote access to top resources and experts in the industry

• Marketing systems and capital

• Leadership advancement track

• Sponsorship for licenses and ongoing professional training