Financial Services Advisor – Commission-Based, Client Growth

The-Moody-Street-Group; Newton (MA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Pension

Tuition reimbursement

Professional development andconference

Job summary

The Moody Street Group, LLC is seeking a Financial Services Representative to join our Newton-based team. The role focuses on developing client relationships and delivering tailored financial solutions while maintaining compliance with licensing requirements.

New representatives participate in structured training with ongoing sales support. Most representatives earn between $55,000 – $95,000 annually based on production and licensing, with commission-based compensation and performance-driven

Qualifications

• Bachelor’s degree preferred in business, finance, marketing, or related fields.
• Strong interpersonal and communication skills.
• Willingness to obtain state licensing if not already licensed.
• Self-motivated with ability to work independently.

Responsibilities

• Develop and maintain relationships with prospective and existing clients.
• Conduct client meetings to assess financial objectives and needs.
• Present financial products and planning strategies.
• Provide ongoing client service and account support.
• Participate in training and professional development programs.
• Maintain compliance with licensing and regulatory requirements.

Skills

Interpersonal skills

Client-focused mindset

Self-motivated

Independent worker

Relationship-based sales

Financial services interest

Education

Bachelor’s degree preferred

Job description

The Moody Street Group, LLC is seeking a Financial Services Representative to join our Newton-based team. The role focuses on developing client relationships and delivering tailored financial solutions while maintaining compliance with licensing requirements.

New representatives participate in structured training with ongoing sales support. Most representatives earn between $55,000 – $95,000 annually based on production and licensing, with commission-based compensation and performance-driven