Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team!
This position will assist with new client onboarding, conduct review meetings with existing clients and work with and support our Advisors and continue to grow and enhance existing client relationships.
This position is based in our Needham, MA office but will require travel between our Massachusettes offices.
Minimum Requirements • College degree • 2 + years of financial services experience • Life and Health Licensed; Series 65 or Series 7 & 66 • Strong organizational, prioritization, interpersonal & management skills • Strong mathematical and analytical skills • Excellent communications skills; both verbal and written • Ability to work in a fast-paced, evolving environment • Process-oriented approach to problem-solving and must be detail focused
Position Responsibilities • Support the advisors in regards to client's inquiries and processing of new business • Provide excellent client service to existing clients • Manage and retain strong client relationships • Assist in the onboarding of new clients • Communicate the full range of the company's services and capabilities to clients • Responsible for the upkeep of client data in various internal systems • Attend evening educational workshops and introduce the main speaker or do the main presentation