Financial Advisor
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listing for:
The Bulfinch Group
Full Time
position
Listed on 2025-12-01
Job specializations:
-
Sales
Financial Sales
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and the desire to grow professionally?
Are you ready to bet on yourself, set your own pace for success, and earn an income that matches your efforts?
Then it’s time to Team Up With Us at The Bulfinch Group.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
It’s time to put yourself and your clients first. We’re looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and resources you need.
Learn how you can get the support and culture you’re looking for while achieving the vision you have for your future. Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance.
Key Traits of a Financial Advisor:
Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development – seeking the privilege of autonomy along with the benefits of joining a dynamic organization.Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile.Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals.Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; they are not afraid to spark up a conversation and ask for introductions.What you will be doing as a Financial Advisor:
Working with clients to understand their goals, concerns, and current financial information.Analyzing information to create a plan with appropriate financial strategies, products, and services.Developing and maintaining a base of clients who value your input and guidance.Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years.Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts.Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche.Learning industry-leading sales skills and practices as well as improving and developing existing sales skills.At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to:
Development and training—locally, virtually, and nationally—to support you as you build your practice with us.Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients.Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups.State of the art professional office space.Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training.Leadership and career development opportunities including licensing/designation reimbursement.Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch.
Benefits for the Financial Advisor:
Professional Development: Benefit from our ongoing educational programs tailored…
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