Hybrid Financial Advisor — Planning & Wealth Growth

ADP, Inc.; Littleton (MA); Hybrid; USD 60,000 - 200,000; Full time

Benefits offered by this job

Hybrid work environment

Commission-based pay

Licensing/education support

Job summary

Workers Credit Union is seeking a Financial Advisor to build strong relationships with members, provide comprehensive financial planning, and offer investment and insurance solutions through LPL. The role emphasizes advisory services, sales goals, and regulatory compliance, with a hybrid work setup across MA branches.

Ideal candidates hold FINRA SIE and Series 7/66, MA insurance licenses, and 3+ years in financial planning or wealth management.

Qualifications

• Associate or bachelor’s degree in business, finance, or a related field.
• FINRA SIE, Series 7 & 66, and MA Life, Accident, Health Insurance licenses required.
• Experience in financial services and wealth management is preferred.

Responsibilities

• Develop and maintain relationships with clients and members through proactive outreach and partnerships.
• Create and present comprehensive financial plans; advise on investments, retirement, college savings, estate planning and wealth strategies.
• Sell investment and insurance products; manage accounts and production metrics; assist with openings and transfers.

Skills

Relationship management

Business development

Networking

Sales ability

Time management

Education

Bachelor's/Associate degree in business or finance

FINRA SIE; Series 7 & 66; MA Life/Health Insurance license

Tools

CRM systems

Microsoft Office

Financial planning software

Job description

Workers Credit Union is seeking a Financial Advisor to build strong relationships with members, provide comprehensive financial planning, and offer investment and insurance solutions through LPL. The role emphasizes advisory services, sales goals, and regulatory compliance, with a hybrid work setup across MA branches.

Ideal candidates hold FINRA SIE and Series 7/66, MA insurance licenses, and 3+ years in financial planning or wealth management.