Financial Advisor

Company Description

Money Concepts of New England is an independent financial services firm dedicated to helping clients achieve their long‑term financial goals. The firm provides personalized guidance across wealth management, retirement planning, and investment strategies for individuals, families, and small businesses. Advisors work with a broad range of financial products and services, allowing them to tailor solutions to each client’s unique needs. The culture emphasizes integrity, client education, and ongoing professional growth for team members.

We operate off the fiduciary standard regardless of licensure and support our advisors by sponsoring them for examinations, providing discounted study material, and internal study sessions weekly.

This is a full‑time, hybrid, Financial Advisor role based in Braintree, MA. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop comprehensive financial plans. Daily responsibilities include advising on retirement strategies, investment options, and risk management, as well as monitoring portfolios and recommending adjustments as market conditions or client needs change. The role also involves maintaining detailed client records, preparing reports, and communicating complex financial information in clear, accessible terms.

The Financial Advisor will build and maintain long‑term client relationships, participate in business development activities, and stay informed about financial markets, regulations, and industry trends. We offer the chance to build a team around you for the right candidates offering support, business advice, and leadership coaching.

• Candidates should possess strong Financial Planning and Financial Advisory skills.
• Candidates should possess solid Finance and Investments skills.
• Candidates should possess or be pursuing Series Investment licensure.
• Relevant certifications such as CFP, ChFC, or other recognized financial designations are beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
• Excellent analytical, communication, and interpersonal skills, with the ability to explain financial concepts clearly.
• Demonstrated ability to build trust, maintain client relationships, and uphold high ethical standards.
• Experience with financial planning software, CRM systems, and proficiency in standard office applications including Zoom/Teams/Google Meet.