Financial Advisor

Job Description

Job Description

Financial Advisor - The Bulfinch Group

Company Summary : The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance.

Benefits for the Financial Advisor (Sales) :

Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes :

High earning potential with one of the most lucrative contracts in the business

401(k) with Match and Roth options

Health insurance

Dental insurance

Local and national level rewards programs with world-class recognition events

Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation

Qualifications for the Financial Advisor (Sales) :

Must be a US citizen or permanent resident

4-year college degree

Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)

Must either currently obtain OR working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch

Strong Candidates Are :

Self motivated individual with a dynamic, confident personality, a strong work ethic, and entrepreneurial spirit

Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals

Looking for career growth and development seeking the privilege of autonomy along with the benefits of joining a dynamic organization

Looking to expand their current network by cultivating and enhancing long-term relationships

Responsibilities for the Financial Advisor (Sales) :

Working with clients to understand their goals, concerns, and current financial information

Analyzing information to create a plan with appropriate financial strategies, products, and services

Developing and maintaining a base of clients who value your input and guidance

Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years

Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;

Learning industry-leading sales skills and practices as well as improving and developing existing sales skills.

Working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch

Training OUR Financial Advisors / Associates :

At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success.

We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to :

Development and training locally, virtually, and nationally to support you as you build your practice with us

Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients

Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups

State of the art professional office space

Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training

Leadership and career development opportunities including licensing reimbursement and sponsorship

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC.

OSJ : 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 2023-159446 Exp 8 / 25