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Financial Services Representative​/Financial Advisor

Job in Auburndale, Middlesex County, Massachusetts, 02166, USA
Listing for: R Street Institute
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Financial Services Representative / Financial Advisor
Location: Auburndale

Overview

The Moody Street Group, LLC, a general agency of One America Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut, is actively recruiting new associates and seeks highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications for a professional sales career with strong income potential.

Responsibilities
  • Represent financial services to clients using a values-based approach and market primarily by introduction.
  • Collaborate with a marketing team that handles back-office work to maximize time in client interactions.
  • Engage in a comprehensive and sophisticated training program for Financial Services Sales Representatives.
  • Utilize available technical sales support from professional colleagues who are leaders in the industry.
  • Build and maintain client relationships, identify financial objectives, and present suitable products and services.
Qualifications
  • Undergraduate or graduate degree in business, marketing, finance, accounting, economics, law, or communications.
  • Highly motivated, success-oriented with strong communication and interpersonal skills.
  • Permanent work authorization to work in the United States without sponsorship.
Benefits and Support
  • Competitive compensation.
  • Group benefits and pension.
  • Tuition reimbursement for professional designations and conferences at worldwide locations.
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