McAdam Financially Advanced in Boston is seeking to fill an opening for a full-time, entry-level financial advisors/wealth manager
FINANCIAL ADVISOR/WEALTH MANAGER
What a financial advisor/wealth manager does:
- Identifies and sets appointments with potential clients
- Meets with clients to assess their financial needs
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them to track their progress over time
- Provides ongoing consultation and support
Some of the features of this position include:
- One-on-one training from seasoned Leaders in the financial planning industry
- A comprehensive, training program that includes financial planning, marketing techniques, consultative selling, client service, and regulatory compliance
- Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
- Extensive product offering covering virtually every category – including mutual funds, ETFs, stocks, CDs, IRAs, insurance, annuities, etc.
- The opportunity to build and grow relationships with clients that can last years
- Numerous career path options, including the advanced financial advisor, district manager, field management, and corporate opportunities
- Finance plan through VOYA Financial with uncapped earning potential - top advisors can make $75,000 - $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their performance results
Qualifications:
- Bachelor’s degree in business or industry related field preferred
- U.S. Citizen or Permanent Resident
Job Type: Full-time
Visit our website at www.mcadamfa.com
Please send an updated copy of your resume to bostonrecruiting@mcadamfa.com.
For more information, contact: McAdam Financially Advanced at bostonrecruiting@mcadamfa.com