Internship, Career and Grad School Prep

  • Job: Financial Advisor

    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

If you have any questions, please contact Economics Advising Office at 860-486-3022.