Wealth Advisor: Build Your Practice, Flexible & High-Earning

Gorra Financial Group

Rhode Island

On-site

USD 60,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Insurance

401k match

Rewards program

Flexible schedule

Job summary

Gorra Financial Group is seeking driven individuals to build a personal practice in Rhode Island and Massachusetts, offering education, solutions, and ongoing coaching. You will educate clients, cultivate relationships, and capitalize on team-driven growth opportunities.

A degree in business/finance with FINRA credentials is required. This role offers a full benefits package, 401k with match, and a rewards program, with compensation that reflects effort and results in a relationship-driven

Qualifications

Bachelor's degree in business, finance, or related field.
2-5 years of experience as a financial advisor/financial planner or IARs in life/health.
Current FINRA Series 65 or 66 and Series 7 registration (65 preferred).
Life and health license.
Knowledge of mutual funds, securities and insurance industries.
Proven ability to provide quality financial advice.

Responsibilities

Prospecting for clients as you build your practice through introduction-based activities.
Maintaining long-term, positive relationships with your clientele.
Providing education and solutions to clients.
Capitalize on the education and knowledge opportunities offered by our team.