Financial Advisor

About The Job

The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

What You Will Be Doing

• Work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
• Work with clients to understand their goals, concerns, and current financial information.
• Analyze information to create a plan with appropriate financial strategies, products, and services.
• Develop and maintain a base of clients who value your input and guidance.
• Keep your financial plans current and aligned with your goals; build relationships with clients that will last for years.
• Engage in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts.
• Expand a business practice by using effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche.
• Learn industry-leading sales skills and practices as well as improving and developing existing sales skills.
• Train Our Financial Advisors at The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success.

Qualifications

• Must be a US citizen or permanent resident.
• Must have a 4-year college degree.
• Must obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses).