Associate Financial Advisor

Are you looking to grow and be part of a successful team? Are you driven, self-motivated and
customer-focused? Would you love to be helping clients as they prepare for retirement without
the responsibility for lead generation? If you enjoy working closely with clients, developing
long-term relationships, constantly challenging yourself, and providing superior client service
and expertise, then we would like to talk to you. Our well-established and growing financial firm
is expanding and seeking to add an Associate Advisor to our Team.

This position will assist with new client onboarding, conduct review meetings with existing
clients and work with and support our Advisors and continue to grow and enhance existing client
relationships.

This position is based in person in our Needham, MA office but will require travel between our
Massachusettes offices.

• Support the advisors with client inquiries and processing of new business
• Provide excellent client service to existing clients
• Manage and retain strong client relationships
• Assist in the onboarding of new clients
• Communicate the full range of the company's services and capabilities to clients
• Responsible for the upkeep of client data in various internal systems
• Attend evening educational workshops and introduce the main speaker or do the main presentation

• College degree and 2 + years of financial services experience

• Life and Health Licensed; Series 65 or Series 7 & 66
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Ability to work in a fast-paced, evolving environment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.