ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
The Bulfinch Group
Needham
Job Description Job Description Financial Advisor - The Bulfinch Group Company Summary: The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potenti
Job Source: The Bulfinch GroupAtria Wealth Solutions
Cambridge
Job Description Job Description Join a Winning Team and Impact People’s Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area. Harvard University Employees Credit Union aspires to be a trusted partner in our member
Job Source: Atria Wealth SolutionsEquitable Advisors
Boston, MA, United States
Founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional
Job Source: Equitable AdvisorsThe Bulfinch Group
Needham, MA, United States
The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. Benefits for the Financial Advisor (Sales): Quality people deserve
Job Source: The Bulfinch GroupAtria Wealth Solutions
Dedham
Job Description Job Description Join a Winning Team! As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area. At Dedham Savings, whic
Job Source: Atria Wealth SolutionsMoody Street Group
Auburndale
Job Description Job Description The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumula
Job Source: Moody Street GroupFarther
Boston
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherThe Bulfinch Group
Needham, MA, United States
The Bulfinch Group Experienced Financial Advisor Position The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. We are cu
Job Source: The Bulfinch GroupDedham, MA, United States
Join a Winning Team!
As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area.
At Dedham Savings, which has grown to over $2 billion in assets and over $1.6 billion in deposits, they believe in every single customer — whatever their dreams, goals, and plans. That belief gives their work meaning and purpose, beyond just delivering products and services. Whether you’re saving for college or planning for retirement, our Sorrento Pacific Financial Investments & Insurance team is here to help you turn goals into plans. With a range of options, we strive to understand our customer’s financial situation—all so we can recommend the highest quality products, services, and information. Because when our customer feels confident in what’s next, the future always looks a little brighter.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Identifies and evaluates customer needs for financial services, assess the objectives andgoals of the individual, then develops an investment strategy to implement.
Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
Drives investment and program integration initiatives with assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified bank executives and sales manager regarding sales practices, and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
Services and performs periodic reviews of existing client accounts and meets withclients periodically to review and update client needs ensuring investment objectives,and goals are progressing according to plan. Meetings to take place either monthly,quarterly and/or yearly depending on client needs established by Representative.
Remains visible to the appropriate segments of the public to meet and to retain potential new clients for SPF, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
Desired Qualifications:
Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance licenses
Clean U-4 and Background
Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
Certified Financial Planner ( CFP ® ) designation preferred
EOE
**Representatives are employed by and registered through SPF (Member FINRA/SIPC). To learn more about Sorrento Pacific Financial, LLC, visit www.cusonet.com .
#J-18808-Ljbffr
Financial Advisor jobs in Dedham, MA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.