Entry Level Financial Advisor

2 weeks ago

Amherst, Massachusetts, United States Catalyst Capital Consulting Full time

At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth. Our recruiting process aligns your career and practice goals with the right opportunity.

About the firm - located in Amherst, MA

Our client believes that financial success requires a strategic and comprehensive plan, supported by a professional team of specialists. Their advisors provide comprehensive financial planning services with a compassionate, independent, and objective approach to achieving client goals. Strategies include wealth management, retirement income planning, risk management, and estate and legacy planning while maintaining strong client relationships.

The Opportunity

Are you a natural relationship builder who values community, collaboration and helping others? As a(n) (entry-level) financial advisor you will learn how to cultivate client relationships, collaborate with team members and build a financial service practice. Engaged leadership will guide you through the process of getting started and provide onsite and virtual training and support.

As a Financial Advisor, your day might look like meeting with clients, prospective clients or meeting with community members to talk about retirement planning or wealth management. You could be leveraging planning software to help your clients reach their financial goals or planning a client appreciation event. Let's talk about what this could look like for you

Required Skills

· Community relationship building

· Attention to detail

· Entrepreneurial drive

· Coachable

· Ability to learn new software

· Ethical and integrity motivated

· Excellent written, oral and presentation skills

Preferred Skills

· Bachelor's degree or equivalent in professional experience

· FINRA SIE, Series 6 or 7, and 65 or 66 registrations

· MA State insurance license

Job Type: Full-time

Pay: $40, $90,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance

Work Location: In person

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