Finance Associate
Rise North Capital · Braintree, MA · 5 mo ago
On-siteFinanceFull-time
Responsibilities
- 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.
Qualifications
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Oriented
Additional Benefits
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide