Financial Advisor

3 weeks ago


Boston, United States Magellan Financial Inc Full time

Join Our Team at Balanced Wealth Management: Make an Impact as a Financial Advisor At Balanced Wealth Management, we are seeking to expand into the Boston market and are looking for a dynamic advisor to lead this initiative. The selected candidate will spend the first 3-6 months training and acclimating at our main office in East Greenwich, RI. Upon completion, you will be fully supported by Balanced Wealth Management and Magellan as you establish and manage your own office in Boston, driving our growth and extending our reach in this key market. Financial Advisor As a Financial Advisor at Balanced Wealth Management, you’ll be at the heart of our mission. Your primary responsibility will be to guide clients through our comprehensive financial planning process, tailoring plans to their unique needs and goals. You’ll leverage fee-based investments, fixed-indexed annuities, and life insurance to craft holistic plans that truly make a difference in their lives. What You’ll Do: Build Relationships: Connect with clients and prospects, understanding their financial goals and concerns, and guiding them through our planning process. Create Plans: Develop comprehensive, personalized financial plans that include investments, retirement strategies, and insurance solutions. Close the Deal: Use your exceptional sales and closing skills to convert prospects into long-term clients. Collaborate: Work closely with our team of advisors and support staff to ensure clients receive top-tier service. Grow: Continuously improve your skills and knowledge through ongoing training and professional development opportunities. Who We’re Looking For: Licenses: You must have an active Life and Health Insurance License and either a Series 65 or 66 License. Experience: We’re seeking someone with a background in financial advising, particularly if you have spent time in front of clients. If you have similar experience and understand the retirement planning world, we want to hear from you. Sales Skills: Strong sales and closing skills are a must. You’re not just advising; you’re also helping clients make crucial decisions about their financial futures. Communication: You need to be an outstanding communicator—both in listening to clients and in explaining complex financial concepts in a way that’s easy to understand. Drive: This isn’t a role for someone who wants to coast. We’re looking for hard-working, motivated individuals who are somewhat money-motivated and ready to put in the effort to succeed. Please note: This position is not accepting remote applicants. We are an equal-opportunity employer and encourage applicants from all backgrounds to apply. #J-18808-Ljbffr



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