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Atria Wealth Solutions
Dedham, MA, United States
Join a Winning Team! As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area. At Dedham Savings, which has grown to over $2 billion in ass
Job Source: Atria Wealth SolutionsMoody Street Group
Auburndale
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 by providing a broad range of products and services that can help create, accumula
Job Source: Moody Street GroupAtria Wealth Solutions
Dedham
Job Description Job Description Join a Winning Team! As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area. At Dedham Savings, whic
Job Source: Atria Wealth SolutionsAtria Wealth Solutions
Cambridge
Job Description Job Description Join a Winning Team and Impact People’s Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area. Harvard University Employees Credit Union aspires to be a trusted partner in our member
Job Source: Atria Wealth SolutionsThe Bulfinch Group
Needham
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 potenti
Job Source: The Bulfinch GroupThe Bulfinch Group
Needham, MA, United States
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
Job Source: The Bulfinch GroupBaystate Financial
Wellesley, MA, United States
About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baystate Financial is actively hiring for Financial Professionals with experience in the industry 3+ years, or more! Looking for Experienced Advisors who have their Life/Accident and Health licensing + Investment licenses. About Bays
Job Source: Baystate FinancialFarther
Boston
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherBoston, MA, United States
Founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)
What it takes to be a Financial Advisor
A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with Equitable Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, Equitable will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)
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Financial Advisor jobs in Boston, MA, United States
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