Financial Advisor - The Bulfinch Group
Needham, MA 02494
About the Job
Financial Advisor - The Bulfinch Group
Company Summary: The Bulfinch Group, located in the Greater Boston Area, MA, provides the opportunity to have it all. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance.
Benefits for the Financial Advisor (Sales):
Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes:
High earning potential with one of the most lucrative contracts in the business
401(k) with Match and Roth options
Health insurance
Dental insurance
Local and national level rewards programs with world-class recognition events
Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Qualifications for the Financial Advisor (Sales):
Must be a US citizen or permanent resident
4-year college degree
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)
Must either currently obtain OR working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch
Strong Candidates Are:
Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and entrepreneurial spirit
Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals
Looking for career growth and development – seeking the privilege of autonomy along with the benefits of joining a dynamic organization
Looking to expand their current network by cultivating and enhancing long-term relationships
Responsibilities for the Financial Advisor (Sales):
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.
Working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch
Training OUR Financial Advisors/Associates:
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 reimbursement and sponsorship
The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 2023-159446 Exp 8/25
