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Financial Advisor

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Boston, United States Magellan Financial Inc Full time

Join Balanced Wealth Management as a Financial Advisor: Lead Our Expansion into the Boston Market Balanced Wealth Management is seeking an experienced and driven Financial Advisor to spearhead our growth into the Boston market. This is a unique opportunity for a motivated individual to take the reins of a new office, backed by the full support of our established team. The role starts with an in-depth, 3-6 month training period at our East Greenwich, RI headquarters, after which you'll take charge of building and managing our Boston presence. Position: Financial Advisor As a Financial Advisor at Balanced Wealth Management, you'll play a pivotal role in helping clients secure their financial futures. We take pride in offering personalized, comprehensive financial plans that are tailored to each client's unique needs and objectives. From fee-based investments to fixed-indexed annuities and life insurance, you’ll utilize a full suite of solutions to deliver real, measurable impact. Your Key Responsibilities: Build Strong Client Relationships: Engage with clients and prospects, gain deep insights into their financial goals, and guide them through a structured, customized financial planning process. Develop Tailored Financial Plans: Create holistic strategies that incorporate investments, retirement planning, and insurance solutions designed to meet the client’s specific financial needs. Drive Client Acquisition: Leverage your sales acumen to convert leads into long-term clients, delivering meaningful financial solutions that align with their goals. Collaborate with a High-Performing Team: Work closely with our internal team of advisors and support staff to ensure exceptional client service and outcomes. Commit to Continuous Growth: Take advantage of ongoing training and development opportunities to refine your expertise, stay ahead of industry trends, and elevate your career. Qualifications: Licenses Required: Active Life and Health Insurance License along with either Series 65 or Series 66. Proven Experience: Extensive background in financial advising, particularly with hands-on client interaction. Experience in retirement planning and fee-based financial services is highly desirable. Sales Expertise: You excel at not only advising clients but also guiding them toward informed, confident decisions. Closing skills and a consultative sales approach are critical for success in this role. Exceptional Communication: You possess the ability to simplify complex financial concepts and present them in a way that builds trust and understanding with clients. Drive to Succeed: We’re seeking highly motivated individuals who are ambitious, goal-oriented, and ready to invest the effort needed to achieve exceptional results. Important Information: This position requires relocation to Boston following the initial training period. Remote applicants will not be considered. We are an equal-opportunity employer and welcome applications from diverse backgrounds. If you're a Financial Advisor hungry for growth and ready to make a significant impact, we invite you to join our team at Balanced Wealth Management. #J-18808-Ljbffr