Financial Professional

2 weeks ago

Westborough, MA, United States NYL - Boston Full time

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • A required Bachelor’s degree in business administration, finance, or similarly related field • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required Compensation: $80,000 - $150,000 yearly

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Compensation:
$80,000-$150,000 per year

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