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 as a Financial Representative. In this role, you will deliver financial advice and guidance to individuals, families, and businesses, helping clients achieve their financial goals through insurance, asset accumulation, and retirement planning. We provide the tools, training, and leadership to build and maintain client relationships, setting you up for a lifelong career.

This position is available full-time, with options for remote or in-person work at our Nashua, NH office. U.S. citizenship or permanent residency (Green Card) is required.

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 and competitive with a strong work ethic.
• Coachable and resilient.
• Track record of leadership and success.
• People-oriented.
• Background in finance or financial services is not required.

Development & Support

• One-on-one strategic coaching.
• Mentorship and peer group learning environment.
• Virtual or in-person trainings.
• Remote access to top resources and industry experts.
• Marketing systems and capital.
• Leadership advancement track.
• Sponsorship for licenses and ongoing professional training.

Benefits

• Health, dental, vision, and life insurance.
• 401(k) and pension plans.
• HSA (Health Savings Account).
• Disability insurance (DI).
• Bonuses and commissions.
• Company-sponsored destination trips worldwide.