Summary:
Join a team that is proud to be nationally recognized as a "Best in State Wealth Management Team" by Forbes for the work we do for our clients and their families. As a premier provider of all things financial, our mission is to provide customized advice along with personalized service to help our clients and their families feel confident and in control of their financial lives.
Benefits:
- Remote work available
- Paid time off/paid holidays
- Company incentive programs
- Paid volunteer opportunities
- Company donation match
- Health, Dental & Vision Insurance
- Health Savings Account
- 401k w/company match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
Primary Duties and Responsibilities:
- Hold client visits and attend/participate in client visits as necessary
- Develop a marketing strategy with marketing to generate and qualify new leads
- Manage and resolve complex client service problems
- Review and interpret financial statements
- Contact clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process
- Participate in seminars and client appreciation events
- Able to utilize and understand unique tools and processes available
- Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
- Assign and delegate work and provide feedback, when appropriate, to other planning support staff
- Adhere to all compliance and regulatory requirements
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
Education:
Experience:
- Financial planning: 1 year (Preferred)
- Financial services: 2 years (Preferred)
- Sales: 2 years (Preferred)
License/Certification:
- Series 7 (Required)
- FINRA Series 66 (or 65 & 63) (Preferred)
- Life, Accident & Health Insurance License (Preferred)
Work Location: Hybrid remote in Wellesley Hills,
