Managing Associate - Financial Advisor

The Bulfinch Group; Needham (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Managing Associate to lead a team of Financial Representatives. This role involves recruiting, training, and developing agents while managing personal practice growth. Ideal candidates will have strong interpersonal skills, organizational abilities, and a commitment to team success. The position offers opportunities for leadership development and a collaborative work environment.

Qualifications

• 3-5 years Financial Advisor Experience; Previous Management experience is a bonus.
• Candidate must be a US Citizen or Green Card holder.

Responsibilities

• Recruit, train, supervise, retain, and grow a unit of Financial Representatives.
• Conduct training on skills and tools for the FR team.
• Monitor activity and assist in agent development.

Skills

Interpersonal Skills

Organizational Skills

Leadership

Education

College degree

Life License

Accident & Health License

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from The Bulfinch Group

Executive Talent Acquisition Specialist - The Bulfinch Group

Managing Associate

The Bulfinch Group

Overview

The Bulfinch Group is seeking an experienced Financial Advisor who is looking for an opportunity to grow in a leadership/managerial position. The primary purpose of the Managing Associate is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Associate assists the General Agents in the overall marketing, growth and development of the firm.

• Continue to grow and manage a practice as a Financial Advisor
• Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice.
• Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.
• Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
• Source, select and successfully recruit financial representative candidates from within the firm’s target markets.
• Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.

A successful Managing Associate will:

• Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.
• Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment.
• Evaluate and make recommendations on recruiting, selection and training systems to improve agent growth, development and retention.
• Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.
• Possess excellent interpersonal skills to cultivate relationships with people from all levels and backgrounds, facilitating discussions on career goals, achievements, and values.
• Have a strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.
• Develop deep relationships with agents, tailoring your style to each individual’s needs and skill level, and imparting best practices.
• Exhibit high initiative and independence to generate a sense of urgency and entrepreneurship in agents.
• Maintain strong organizational and planning skills to ensure personal and team efficiency and effectiveness.

You are able to…

• Build a thorough understanding of the firm’s training systems, products, and resources and apply them effectively in agent development.
• Multi-task and lead by example.
• Gain a strong understanding of the mission, values, and culture of the firm and instill them in others.

Education/Experience:

• College degree or equivalent work experience
• Life License and Accident & Health License preferred
• 3-5 years Financial Advisor Experience; Previous Management experience is a bonus
• Background and success in firm building and recruitment is a bonus

Candidate must be a US Citizen or Green Card holder

Core Values and Competencies:

• Customer focus – a fundamental belief to help and serve customers (internal and external) and meet their needs.
• Respect for Diversity – consideration for individuals from different backgrounds, promoting an inclusive environment.
• Demonstrating initiative – proactively addressing situations and opportunities.
• Drive toward improvement – energized by challenging goals and a drive for results.
• Holding people accountable – being direct and ensuring compliance with organizational goals.
• Impact and influence – effectively articulating ideas to persuade and motivate others.
• Self-assurance – confidence in one's abilities to accomplish tasks.
• Team facilitation – creating effective team environments and resolving conflicts constructively.

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7350711.1 Exp 11/26

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Management, Finance, and Sales

Industries

• Financial Services, Investment Management, and Insurance