Wealth Manager

4 days ago

Avon, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Unlock Your Potential as a Wealth Manager

Are you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we invite you to explore a career as a Wealth Manager with Tri-Harbor Financial Group of Greater Boston.

About the Role

As a Wealth Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their unique financial needs, and providing personalized solutions to help them achieve their goals. You will work closely with a talented team of professionals to design and implement tailored financial strategies that safeguard clients' assets and income for long-term security.

Why Tri-Harbor Financial Group?

We recognize the unique strengths and qualities that individuals bring to the table, and we're committed to helping you succeed in your career. Our dynamic and supportive environment is perfect for those who are goal-oriented, resilient, and passionate about making a difference in people's lives.

What We Offer

At Tri-Harbor Financial Group, you'll enjoy a competitive compensation structure, extensive training and development programs, and the opportunity to work with a talented team of professionals who are dedicated to helping you grow and succeed. You'll also have the flexibility to design a work schedule that aligns with your personal and professional goals.

Meet Our Team

Our team is comprised of experienced professionals who are passionate about helping others achieve their financial goals. Meet some of our local leaders and learn more about their backgrounds and experiences.

Gabi Siegel, Growth & Development Director, Wealth Management Advisor

Max Allen, Growth & Development Director, Wealth Management Advisor

Julie Linehan, Financial Advisor

Sarah Adams, Managing Director

Qualifications

We're looking for individuals with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it's not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

You'll be required to obtain state insurance licenses, with training provided and sponsorship considered. We offer a lucrative compensation structure, including performance-based incentives and unlimited earning potential.

Flexible work from home options are available.

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