Financial Advisor
Job in
Danvers, Essex County, Massachusetts, 01923, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
- Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning
- Serve as a resource for clients with complex wealth management needs and financial planning solutions
- Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
- Explain the value proposition of wealth management services to retirement plan participants
- Qualify potential business leads and close qualified business
- Develop leads through working with existing plan clients, educational efforts, networking and client referrals
- Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
- Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions
- Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation
- Work in conjunction with the service team on day to day service including financial review meetings and financial planning
- Bachelor’s Degree required; MBA, JD, or other advanced degree preferred
- Experience working with high-net-worth individuals and families
- Strong analytical, communication and interpersonal skills
- Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Self-motivated with a commitment to excellence and a high level of integrity
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