Financial Associate

Start Building Something That's Yours.Whether you're not yet licensed, newly licensed, or changing careers — we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.About the RoleIn your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career.We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.Compensation & BenefitsPerformance-based bonuses and commissionsComprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and PensionCompany-sponsored destination trips and travel incentivesIn-person work - office located in Braintree, MAOther office locations: Nashua, NH and South Hadley, MASponsorship for licenses and ongoing professional developmentOne-on-one coaching, mentorship, and leadership development opportunitiesResponsibilitiesAs a Financial Associate, you will:Attend virtual or in-person trainings to enhance financial expertise.Collaborate with coaches and other team members on client cases.Develop client relationships and provide tailored financial strategies.Offer solutions in insurance, asset accumulation, and retirement planning.Utilize marketing tools and resources to grow your client base.Ensure compliance with financial industry standards and licensing requirements.QualificationsSuccessful Financial Associate candidates are:DrivenCoachableCompetitiveResilientStrong Work EthicTrack Record of Leadership and SuccessPeople OrientatedPlease note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.We are committed to your success and will provide all of the following to help you develop as a Financial Associate:One-on-one strategic coachingMentorship, peer group learning environmentVirtual and in-person trainingRemote access to top resources and experts in the industryMarketing systems and capitalLeadership advancement trackSponsorship for licenses and ongoing professional trainingIf you're ready to start your career in Financial Services, apply today.