Finance Associate
About the role
We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team. In your role as a Financial Representative, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Full-time, remote or in-person opportunities available (office in Braintree, MA).
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 Orientated
What we provide
- One-on-one strategic coaching
- Mentorship, peer group learning environment
- Virtual or in-person trainings
- Remote access to top resources and experts in the industry
- Marketing systems and capital
- Leadership advancement track
- Sponsorship for licenses and ongoing professional training
Benefits
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide
We offer in-person and remote opportunities. Must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered.