Rise North Capital IAR and RIA Opportunities
Rise North Capital is launching an RIA practice to complement and expand its existing Financial Services Operations. We are seeking experienced RIA and IAR candidates seeking tremendous ground floor growth opportunities.
We also will consider experienced Life Insurance Agents and Financial Representatives that want to grow their client base and financial offerings to their clients.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Our team is dedicated to providing you with the resources and guidance you need to grow your business, expand your services, and maximize your potential in financial services.
What you’ll do as an Advisor:
- Build your own business while making a meaningful impact on clients’ financial success.
- Serve as an advisor to provide an advice-based approach to deliver a diversified set of brokerage, investment and insurance solutions to meet the clients individualized needs based upon an in depth needs analysis and risk tolerance assessment
- Provide personalized financial guidance in insurance, asset accumulation, retirement planning, and more to help individuals, families, and businesses achieve financial security
- Leverage a proven process to develop long-term client relationships
- Develop and manage investment portfolios tailored to clients' objectives
- Educate clients on financial planning and investment concepts
- Stay updated on market trends, economic conditions, and investment opportunities
- Communicate regularly with clients to review their financial status and investment strategies
- Ensure compliance with financial regulations and industry standards
- Assist clients with retirement planning, tax planning, and estate planning
- Collaborate with other financial professionals to provide holistic financial advice
Advisor Qualifications & Skills
- Bachelor’s degree in Finance, Business, Economics, or a related field
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses Previous trust/fiduciary product, financial planning, managed accounts, or insurance experience preferred
- Strong analytical skills
- Professional certification (e.g. CFP) is a plus
- Knowledge of mutual funds, securities, and insurance industries
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong network within the financial and investment community
- Knowledge of investment products and financial markets
- Excellent presentation and communication skills
- Demonstrated ability to develop and maintain client relationships
- Experience in tax planning and estate planning
- Strong analytical and strategic thinking skills
- Excellent interpersonal and client relationship management skills
- Ability to work independently and as part of a team
- Exceptional organizational and time management skills
- High level of integrity and ethical standards
- Proficient in Microsoft Office Suite and financial analysis software
- Strong understanding of financial regulations and compliance requirements
- Ability to interpret and communicate complex financial data
- Demonstrated commitment to continuous professional development
Who We’re Looking For:
- Professionals with a passion for helping others
- Coachable, driven, and resilient professionals
- Strong communicators and relationship-builders
- Individuals seeking a meaningful, long-term career
Why Join Rise North Capital?
We understand that transitioning to a new career can be challenging, which is why we provide:
- Comprehensive Training – No prior financial experience required. We provide hands-on training to help you succeed.
- One-on-One Mentorship – Learn from experienced professionals dedicated to your growth.
- Support & Resources – Gain access to cutting-edge technology, marketing systems, and industry experts.
- Leadership Development – Advance your career with structured growth opportunities.
- Sponsorship for Licenses – We offer Tuition Reimbursement for future specialty designations and continuing education.
- Flexible Schedule – In-person and hybrid work opportunities. * Offices available in Braintree, MA and Nashua, NH.
If you're ready to take your Financial Advising career to the next level, we have the training, mentorship, and resources to help you succeed. Apply today!
Job Types: Full-time, Permanent
Pay: $90,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Professional development assistance
- Retirement plan
Work Location: Hybrid remote in Braintree, MA 02184
