Financial Services Professional

3 days ago

Needham, Massachusetts, United States The Bulfinch Group Full time
Unlock Your Potential as a Financial Advisor with The Bulfinch Group

Are you a motivated and results-driven individual looking to launch a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunities available at The Bulfinch Group.

About the Role

As a Financial Advisor with The Bulfinch Group, you will have the opportunity to work with a dynamic team of professionals who share your commitment to excellence and customer satisfaction. Your primary responsibility will be to build and maintain a portfolio of clients, providing them with personalized financial planning and investment advice to help them achieve their long-term goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs, goals, and risk tolerance.
  • Provide ongoing support and guidance to clients, helping them to navigate the complexities of the financial markets and make informed investment decisions.
  • Build and maintain strong relationships with clients, ensuring that their financial needs are met and exceeded.
  • Stay up-to-date with industry developments and best practices, attending training sessions and workshops to enhance your skills and knowledge.
  • Collaborate with colleagues to share knowledge and expertise, and to develop new business opportunities.
What We Offer

At The Bulfinch Group, we are committed to providing our Financial Advisors with the tools, training, and support they need to succeed. Our comprehensive training program includes:

  • Development and training sessions, both locally and nationally.
  • Marketing tools and resources to help you grow your practice and communicate effectively with clients.
  • Opportunities to work with fellow Advisors, participate in our mentoring program, and collaborate in peer-driven study groups.
  • State-of-the-art professional office space.
  • Proprietary financial planning tools and cutting-edge technologies, with industry-leading support and training.
  • Leadership and career development opportunities, including licensing reimbursement and sponsorship.
About Us

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

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