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
$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...SuggestedFull timeContract workFor contractorsWork at office$60k
...Job Type Full-time Description SUMMARY 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...SuggestedFull timeLocal areaFlexible hours$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...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Somerville, Massachusetts; Cambridge, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity 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...SuggestedWork at office- ...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...
- ...Job Description The 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 providing a broad range...Work at officeWorldwide
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Company Description Money Concepts of New England is a financial services firm focused on delivering personalized wealth management and... ..., with an emphasis on building lasting client relationships. Advisors are supported with tools, training, and a collaborative environment...Full timeWork from home
$59k - $98.3k
...products that best fit their unique needs. Engage clients in discussions about their retirement goals and objectives, and produce financial plans that include projections to help them visualize their future. Required Qualifications FINRA SIE, Series 7, 63, and 65. State...Temporary work$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...- ...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...
$65k - $80k
...Job Overview This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act registration requirements; all candidates must obtain and maintain registration in good standing...Temporary workMonday to Friday- ...Job Description Job Description The 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...Work at officeWorldwide
- Company Description Money Concepts of New England is an independent financial services firm dedicated to helping clients achieve their long‑... ...strategies for individuals, families, and small businesses. Advisors work with a broad range of financial products and services,...Full timeWork at office
$59k - $98.3k
...investment 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...Temporary workLocal areaFlexible hours$100k - $140k
...year A bit about us: We are a growing hybrid RIA offering both fee-based financial planning and brokerage services. Why join us? ~ Built-In Client Base & Clear Path to Lead Advisor Step into a role where you’ll support and gradually take ownership of existing...Work at officeLocal areaFlexible hours- ...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 a...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...customers through proactive calling efforts, networking and community involvement. Meets with prospects and customers to identify financial needs and recommends appropriate lending, deposit, and treasury management solutions. Generates new business opportunities and...Work experience placementWork at office
$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree...Full timeWork experience placementLocal area- ...Health Care clients. Utilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan...Full timeLocal area
$80k - $135k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area$90k - $160k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area$20.54 - $29.42 per hour
...is hiring for a customer service position focused on assisting a diverse student population. You will guide students through the financial aid process and offer advice on funding options. The university provides comprehensive onboarding and opportunities for career growth...Hourly payWork at officeRemote work$50 - $60 per hour
...A technology company is looking for a Financial Advisor to help in training AI to assist finance professionals. This role is remote and offers the freedom to set your own schedule. Ideal candidates will have advanced degrees and experience in finance. Responsibilities...Hourly payRemote workFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work3 days per week$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per week$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...About Modern Woodmen Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline...Local area
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