Financial Solutions Advisor - South Braintree Financial Center

Job Overview

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

• Build a financial plan with brokerage products including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on 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 client needs and potential product services.

• Current holder of Series7 and 66 licenses (or Series
  63/65 in lieu of 66 with a passing score within 60 days).
• Minimum one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Minimum one year of experience in the financial service industry or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build and nurture strong relationships, collaborate effectively, and communicate confidently with all clients.
• Capacity to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
• Strong regulatory due diligence skills and ability to incorporate them into daily activities and long‑term strategies.

• Strong computer skills with ability to multitask.
• Minimum three years of experience in the financial service industry or a sales environment with consistent goal achievement.
• Additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Insurance license(s).

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

Schedule:

Monday – Friday and rotating Saturdays; 1st shift (United States). Hours per week: 40. Pay range: $70,000.00 – $80,000.00 annualized salary, with incentives possible through a formulaic incentive plan based on defined metrics.

This role is benefits eligible. Employees may receive industry‑leading benefits, paid time off, and other resources to support health and well‑being. The position requires SAFE Act registration for residential mortgage loan origination, including a required federal registry system registration and background check. Failure to maintain SAFE Act registration may result in disciplinary action up to termination. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.