Financial Solutions Advisor - Northern MA Market

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions
• Recommends banking and investment strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial‑center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If the 66 is not currently held but a 63 or 65 is available, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one puts their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Enjoys learning, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Monday – Fridays and rotating Saturdays

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

High School Diploma / GED / Secondary School or equivalent

• US - MA
  - Acton - 271 Great Rd - ACTON BC (MA6127)
• US - MA
  - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197)
• US - MA
  - Burlington - 11 Center St
  - Burlington Center (MA6140)
• US - MA
  - Burlington - 75 Middlesex Tpke - BURLINGTON MALL BC (MA6150)
• US - MA
  - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154)
• US - MA
  - Peabody - 189 ANDOVER ST - PEABODY BC (MA6196)
• US - MA
  - Reading - 20 Walkers Brook Dr - WALKER’S BROOK BC (MA6315)
• US - MA
  - Saugus - 1093 Broadway - SAUGUS - ROUTE 1 BC (MA6343)
• US - MA
  - Winchester - 35 Church St
  - Winchester
  - Church Street (MA6155)
• US - MA
  - Woburn - 2 Cummings Park
  - Cummings Park (MA6159)

Pay range: $65,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible:
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.