Financial Solutions Advisor Registration - Northern MA Market

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

The position may involve the provision of residential mortgage loans and is subject to SAFE Act registration requirements. All employees engaged in mortgage loan originations must register with the federal registry system, remain in good standing, and submit to the required background check. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Monday - Fridays and rotating Saturdays

• Aptitude in obtaining required industry licenses
• Must be self‑disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

US - MA - Acton - 271 Great Rd - ACTON BC (MA6127), US - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Burlington - 75 Middlesex Tpke - BURLINGTON MALL BC (MA6150), US - MA - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154), US - MA - Peabody - 189 ANDOVER ST - PEABODY BC (MA6196), US - MA - Reading - 20 Walkers Brook Dr - WALKER'S BROOK BC (MA6315), US - MA - Saugus - 1093 Broadway - SAUGUS - ROUTE 1 BC (MA6343), US - MA - Winchester - 35 Church St - Winchester - Church Street (MA6155), US - MA - Woburn - 2 Cummings Park - Cummings Park (MA6159)

Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay:
This role is compensated with a base salary and is not incentive eligible. Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.