job details

Job Number: 1235065
Job Title: Financial Advisor
Job Type: Full-time
Location: Boston, MA
Post Date: Jan 7 2019
Salary: $80K-$90K
Detailed Job Description:
Base salary plus quarterly incentives

This world class provider of investment solutions has seeks an exceptional individual to join their Advisor Development Program. This is an excellent opportunity that will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, they will equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal entry point for experienced advisors looking to grow in a world-class organization. At this stage, you will fully immerse yourself in the financial lives of our clients, while building strong relationships across the organization. As your career grows, you will be exposed to new and exciting products, platforms and tools to help you serve your clients and deliver exceptional care.

They will help you:
-Get training and one-on-one mentorship from managers who are invested in your success. They will enroll you in their Academy for Consumer and Small Business to develop as an advisor
-Build connections to grow your network and business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you will interact with banking clients, small business owners and higher net worth clients alike.
-Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals.
-Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority

As an Advisor, you can look forward to:
-Unlimited potential for professional growth.
-A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field.
-Robust marketing strategies to reach wider audiences with greater appeal.
-Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
-Leadership opportunities, including leading client and conference seminars and mentoring junior associates.

-BS / BA degree
-3+ years experience working in the financial service industry where goals were met or exceeded.
-CFP or CRPC a plus.
-Active series 7 & 66 (if you have 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days)
-Ability to set and accomplish goals
-Build and nurture strong relationships.
Communicate effectively and confidently and is comfortable engaging all clients.
-Likes to learn, adapts to new information and seeks the right solutions for clients.
-Ability to work M-F and 1-2 Saturdays per month in the banking financial centers

This exciting career opportunity will not last long so send your resume today!
Required Skills:
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