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Financial Services Professional

1 month ago

Needham, Massachusetts, United States The Bulfinch Group Full time
Unlock Your Financial Potential

At The Bulfinch Group, we're dedicated to helping you achieve your financial goals. As a Financial Advisor, you'll have the opportunity to work with clients to understand their financial objectives, concerns, and current financial situation.

Key Responsibilities:

  • Develop and maintain a base of clients who value your input and guidance
  • Work with clients to keep their financial plans current and aligned with their goals
  • Engage in ongoing training and education to acquire skills and knowledge of financial products and services
  • Expand a business practice by use of effective prospecting and warm introduction or referral-based strategies
  • Learn industry-leading sales skills and practices

What We Offer:

  • Development and training to support you as you build your practice
  • Marketing tools and resources to help you grow your practice
  • Opportunities to work jointly with fellow Advisors and participate in our mentoring program
  • State-of-the-art professional office space
  • Proprietary financial planning tools and cutting-edge technologies
  • Leadership and career development opportunities

About The Bulfinch Group:

We're a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.