Are you looking to grow and be part of a successful team?
Are you driven, self-motivated and customer-focused?
If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Relationship Financial Advisor to our Team!
The Relationship Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries.
This position is based in our Needham, MA office and the candidate must be able to occasionally travel to all our Massachusetts and Connecticut offices.
Responsibilities
  Meet yearly with existing clients for review meetings
  Assist clients with annuities, managed money, life, and long-term care
  Provide financial planning advice to include investment, insurance & retirement to existing clients and prospects
  Manage and retain strong client relationships
  Assist in the onboarding of new clients
  Communicating the full range of the company†s services and capabilities to clients
  Responsible for the upkeep of client data in various internal systems including the Company†s CRM
Qualifications
  College degree
  4 + years of financial services experience
  Life and Health Licensed; Series 65 or Series 7 & 66 – REQUIRED
  CFP designation a plus
  Strong organizational, prioritization, interpersonal & management skills
  Strong mathematical and analytical skills
  Excellent communications skills; both verbal and written
  Ability to work in a fast-paced, evolving environment
Equal Opportunity Employment
We’re an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Â
If you’re a California resident, please read the California Consumer Privacy Act  prior to applying.