Financial Advisor
$65k - $70kAdvisor Employee Services
Join to apply for the Financial Advisor role at Advisor Employee Services Join to apply for the Financial Advisor role at Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Advisor Employee Services provided pay range This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $70,000.00/yr Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor. Strong initiative Ability to market to local clients Persistence An entrepreneurial perspective to build client base 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events $65,000-$70,000 Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at Advisor Employee Services by 2x Sign in to set job alerts for “Financial Advisor” roles. Braintree, MA $60,000.00-$150,000.00 1 month ago Boston, MA $150,000.00-$250,000.00 2 weeks ago Boston, MA $70,000.00-$90,000.00 2 weeks ago Greater Boston $50,000.00-$100,000.00 3 weeks ago Boston, MA $28,000.00-$125,000.00 3 days ago Hingham, MA $65,000.00-$70,000.00 5 months ago Financial Advisor - Career Changers Welcome! Rockland, MA $100,000.00-$200,000.00 5 days ago Middleboro, MA $80,000.00-$100,000.00 1 week ago Senior Director/Executive Director, FP&A Boston, MA $105,000.00-$250,000.00 2 weeks ago Boston, MA $70,000.00-$75,000.00 2 weeks ago Financial Advisor - Training Provided (Career Changers Encouraged) Wakefield, MA $60,000.00-$80,000.00 3 weeks ago Hingham, MA $70,000.00-$75,000.00 2 weeks ago Director of Investments and Financial Planning We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Advisor Employee Services
$60k
...Financial Advisor The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients. This expertise helps clients make informed decisions about their financial goals, investment strategies, retirement...SuggestedLocal areaFlexible hours- Bank of America in multiple MA offices is seeking a client-focused financial advisor to guide clients toward their financial goals through tailored investment and banking strategies. The role emphasizes relationship-building, regulatory diligence, and proactive referrals...Suggested
- Northwestern Mutual invites motivated individuals to begin as financial representatives on a path to becoming financial advisors. You’ll build your client base, develop holistic plans, and work toward required licenses in Life/Health, SIE, and Series exams with company...Suggested
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractors$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...SuggestedWork at officeMonday to FridayShift workDay shift$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...About the job Financial Advisor We are recruiting for a top tier advisor/team in the greater Boston market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could...
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$59k - $98.3k
...recommendations to help clients in the management of their retirement assets. Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically...Temporary workLocal areaFlexible hours- ...Northeastern University in Boston is seeking a Graduate Financial Aid Counselor to focus on graduate students and their families, advising on the availability of financial aid, its delivery, and reconciliation for transfer to student accounts. The role includes reviewing...
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- ...Financial Services Sales RepresentativeThe Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by...Work at officeWorldwide
- ...center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and...
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursShift workDay shift$60k - $120k
...launch, get trained from scratch, and build something real with the right tools and mentorship. About the Role In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses...Permanent employmentWork at officeRemote work- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
- Longtide Financial Partners is an 8-person wealth management firm based in Braintree, MA, managing more than $1 billion in client assets... ...approach with our clients, and we're seeking an experienced Financial Advisor to join our team. Responsibilities Serve as a trusted advisor...
- ...recruiter who can provide you more specific details for this role. Line of Business Gestion de patrimoine TD Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at officeLocal areaWork from homeFlexible hours
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America's... ...and unlimited future potential! Job Description Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$100k
Financial Advisor - Career Changers Welcome! Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead your own path to success as a business owner? It...Full time- ...dialogue with your recruiter who can provide you more specific details for this role.Line of Business:TD WealthJob Description:The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at officeLocal areaWork from homeFlexible hours
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an...
- Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
$180k - $200k
Looking to combine your financial advisor expertise with a passion for sustainable investing? This is an exciting opportunity to join a highly respected boutique investment firm where sustainable investment strategies are at the heart of the business. You'll manage sophisticated...Work experience placement- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
$61k - $250k
Northwestern Mutual is seeking motivated individuals to become financial advisors in Rockland, Massachusetts. This role allows you to build a client base and create tailored financial plans to help clients achieve their goals. Successful candidates will have a Bachelor...$60k - $65k
...Financial Analyst Associate At Arbella, we're focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, and competitive salaries and benefits packages...InternshipFlexible hours$103.9k - $173.1k
Team Leader - Centralized Financial Advisors | Northeast Market (Boston & New Hampshire)Lead a team of Financial Advisors serving clients across M&T's Northeast market, including Boston and New Hampshire. This role is responsible for coaching and developing advisors, strengthening...Full timeTraineeshipWork experience placement
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