Financial Solutions Advisor - South Shore Market

These responsibilities revolve around providing comprehensive financial advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Employees may be required to provide residential mortgage loans and must comply with SAFE Act registration requirements, background checks, and maintain registration status.

• Work with clients to plan short and long‑term financial goals by building a financial plan using brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and refer to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Monday – Friday and rotating Saturdays.

• Currently holds Series 7 and 66 (or 63/65 in lieu of 66); if 66 is not held, a passing score for the missing series may be required within 60 days.
• Minimum one year of experience in the investment industry, including training and in-depth knowledge of investment products and services.
• Minimum one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving objectives.
• Builds and nurtures strong relationships.
• Collaborates effectively to get things done.
• Communicates effectively and confidently, engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
• Likes to learn, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with the ability to multitask in a demanding environment.
• Minimum three years of experience in financial services and/or a sales environment where goals were met or exceeded.
• Achievement of additional professional designations such as CFP or CRPC.
• Obtain insurance licenses.

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

High School Diploma / GED / Secondary School or equivalent.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

1st shift (United States of America)

40

US - MA
- Boston - 1857 Centre St
- West Roxbury (MA6205), US - MA
- Dedham - 858 Washington St - DEDHAM BC (MA6292), US - MA
- Quincy - 1400 Hancock St - QUINCY SQUARE BC (MA6225), US - MA
- Sharon - 15 Post Office Sq - SHARON BC (MA6289)

$70,000.00 - $80,000.00 annualized salary, awards to be determined based on experience, education, and skill set.

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. Incentive opportunities may be monthly, quarterly and/or annual, earned based on performance against defined metrics.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, and resources and support for employees to make a genuine impact and contribute to sustainable business and community growth.