Top 232 Financial advisor Jobs in Newton, Ma

Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Waltham, MA
- $90,996 - $105,233 a year
- Full-time
- Hybrid work
- Background check
- Sales
- US work authorization
- Dental insurance
- Vision insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Paid training
- Health insurance
Quick Apply
Financial Advisor
New York Life —Waltham, MA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor
TIAA —Waltham, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development experience
- Continuous improvement
- Tuition reimbursement
- Retirement plan
3d
Merrill Advisor Development Program - Financial Advisor: Wellesley Market
Bank of America —Wellesley Hills, MA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
4d
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Twelve Points Wealth Management —Concord, MA
- $125,000 - $275,000 a year
- Full-time
- Microsoft Excel
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Retirement Plan Advisor, Business Development
Sentinel Group —Wakefield, MA
- Full-time
- 5 years
- Word processing
- Research
- Free parking
- AD&D insurance
Quick Apply
6d
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor- Training and Development Provided
Northwestern Mutual —Rockland, MA
- $97,000 - $110,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Consultative Sales (Training Provided) **Career Changers Encouraged to Apply**
Northwestern Mutual —Woburn, MA
- $96,249 - $107,227 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
5d
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - Career Changers Welcome!
Northwestern Mutual —Hingham, MA
- $52,000 - $148,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Career Changers Welcome!
Northwestern Mutual —Braintree, MA
- $52,000 - $148,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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financial advisor jobs near newton, ma

Managing Associate - Financial Advisor

The Bulfinch Group -
Needham, MA

Quick Apply

Job Details

Full-time
$100,000 - $250,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Employee relationship building

Full Job Description

Managing Associate

The Bulfinch Group

Overview

The Bulfinch Group is seeking an experienced Financial Advisor who is looking for an opportunity to grow in a leadership/managerial position. The primary purpose of the Managing Associate is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Associate assists the General Agents in the overall marketing, growth and development of the firm.

Responsibilities…

Continue to grow and manage a practice as a Financial Advisor
Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice.
Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.
Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
Source, select and successfully recruit financial representative candidates from within the firm’s target markets.
Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.

Our Expectations…

A successful Managing Associate will:

Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.
Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment.
Evaluate and make recommendations on recruiting, selection and training systems to improve agent growth, development and retention.
Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.

You have…

Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements and values.
A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.
Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level and impart best practices.
High level of initiative and independence to generate an equivalent sense of urgency and entrepreneurship in agents.
Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness.

You are able to…

Build a thorough understanding of the firm’s training systems, products and resources and their proper application in an agent’s development.
Multi-task and lead by example
Gain a strong understanding of the mission, values and culture of the firm and instill them in others

Education/Experience:

College degree or equivalent work experience
SIE, FINRA 7, 66 certifications preferred
Life License and Accident & Health License preferred
3-5 years Financial Advisor Experience; Previous Management experience is a bonus
Demonstrated background and success in firm building and recruitment is a bonus

Candidate must be a US Citizen or Green Card holder

Competencies:

Customer focus – is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment.

Respect for Diversity - is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life.

Demonstrating initiative – is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and taking action to address current and future challenges and opportunities.

Drive toward improvement – is the capacity to be energized and excited by challenging goals and a concern for surpassing a standard of excellence. It is reflected in a true sense of competitiveness and a drive for results. At its highest levels, it is exhibited through a strong desire to achieve sustainable business results over the short-and long-term, despite adversity.

Holding people accountable – is the ability and willingness to be direct in appropriate circumstances. It implies the intent to make others comply with one’s wishes where personal power or the power of one’s position is used appropriately, with the long-term good of the organization in mind.

Impact and influence – are the ability to define and articulate and idea or plan in a compelling manner in order to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas.

Self-assurance – is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas.

Team facilitation – involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.

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. 7350711.1 Exp 11/26

Job Type: Full-time

Pay: $100,000.00 - $250,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Ability to Commute:

Needham, MA 02492 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in newton, ma

Managing Associate - Financial Advisor

Financial Advisor

Financial Services Representative / Financial Advisor

Financial Advisor

Financial Advisor

Wealth Management Advisor

Merrill Advisor Development Program - Financial Advisor: Wellesley Market

Financial Advisor (Flexible Hybrid Work Environment)

Financial Advisor

Financial Advisor - Greater Boston, MA

Virtual Financial Advisor - Boston, MA

Retirement Plan Advisor, Business Development

Financial Advisor

Financial Advisor / Registered Representative / Agent

Financial Advisor- Training and Development Provided

Registered Investment Advisor

Consultative Sales (Training Provided) Career Changers Encouraged to Apply

Wealth Management Trainee (MA)

Financial Advisor - Career Changers Welcome!

Financial Advisor - Career Changers Welcome!

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