Managing Associate - Financial Advisor

The Bulfinch Group is seeking an experienced Financial Advisor who is looking for an opportunity to grow in a leadership/managerial position. The primary purpose of the Managing Associate is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Associate assists the General Agents in the overall marketing, growth and development of the firm.

• Continue to grow and manage a practice as a Financial Advisor
• Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice.
• Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.
• Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
• Source, select and successfully recruit financial representative candidates from within the firm’s target markets.
• Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.

• Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.
• Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment.
• Evaluate and make recommendations on recruiting, selection and training systems to improve agent growth, development and retention.
• Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.
• Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements and values.
• A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.
• Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level and impart best practices.
• High level of initiative and independence to generate an equivalent sense of urgency and entrepreneurship in agents.
• Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness.

• Build a thorough understanding of the firm’s training systems, products and resources and their proper application in an agent’s development.
• Multi-task and lead by example
• Gain a strong understanding of the mission, values and culture of the firm and instill them in others

• College degree or equivalent work experience
• Life License and Accident & Health License preferred
• 3-5 years Financial Advisor Experience;
  Previous Management experience is a bonus
• Demonstrated background and success in firm building and recruitment is a bonus

Candidate must be a US Citizen or Green Card holder

Customer focus – is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment.

Respect for Diversity - is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life.

Demonstrating initiative – is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and…