Financial Advisor - Hybrid (Danvers, MA)

About the role

The Financial Advisor at OneDigital plays a crucial role in driving business results by developing and maintaining client relationships, understanding client needs, and delivering an exceptional client experience. They advise clients on all aspects of wealth management, exhibit technical knowledge and competency in areas like financial management, retirement, and conducting retirement plan participant education meetings. They also support business development efforts and assist the retirement plan group with various tasks.

Responsibilities

• Drive business results by developing, managing, and expanding client relationships through referrals and new business development activities
• Earn clients' trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience
• Serve as a resource for clients with complex wealth management needs and financial planning solutions
• Exhibit technical knowledge and competency in Financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
• Explain the value proposition of wealth management services to retirement plan participants. Qualify potential business leads. Close qualified business
• Work closely with the Portfolio Management Team to understand the Financial philosophy and ensure that clients are provided with the best Financial solutions
• Meet with clients regularly to ensure Financials align with their goals, risk tolerance, and personal situation
• Work in conjunction with the service team on day-to-day service including Financial review meetings and financial planning
• Support business development efforts of the Vice President which may include events, campaigns, prospect meetings, and proposals
• Aid in the preparation of Financial scorecard meeting materials and other due diligence efforts

Qualifications, Skills and Requirements

• Strong analytical, communication, and interpersonal skills
• Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Self-motivated with a commitment to excellence and a high level of integrity

Education, Training and Experience

• Bachelor’s Degree required; MBA, JD, or other advanced degree preferred
• Experience working with high-net-worth individuals and families

Pay

The typical base pay range for this role nationwide is $80,000 to $90,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per the company policy
• Employee perks and discounts

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. We provide equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”).