Lead Advisor

4 weeks ago


Boston, United States Core Group Resources Full time
Job DescriptionJob DescriptionLead Advisor Description
We are seeking an experienced Lead Advisor to play a crucial role in implementing marketing ideas and generate a book of business. The ideal candidate will use their expertise in initiating marketing efforts to attract clients to the firm and provide personal client service.
  • Educate clients through some of life’s most challenging financial issues
  • Build strong relationships and interact with clients in their own environments
  • Marketing your unique set of strengths and skills
  • Target prospective clients and identify client needs by analyzing their present income and asset situations
  • Recommend appropriate investment solutions and support them to action on the recommendations
Lead Advisor Qualifications
  • BA or BS in Business/Finance; MBA, CFP, CPA a plus
  • 5+ years of experience building own book of business
  • Knowledge of FINRA Series 7, 63, and 65 or 66
  • Strong knowledge of and ability to communicate financial planning concepts and terminology
  • Excellent ability to explain products (mutual funds, stocks, bonds, insurance, annuities)
  • Demonstrated sales skills
Company DescriptionCore Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets.

Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here. We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.

With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.

We Offer:

Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing

Contact us today to learn more about how we can partner with you. Email info@coregroupresources.com to get started.Company DescriptionCore Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets. \r
\r
Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here. We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth. \r
\r
With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources. \r
\r
We Offer:\r
\r
Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing\r
\r
Contact us today to learn more about how we can partner with you. Email info@coregroupresources.com to get started.
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