Associate, Financial Advisor, Boston, MA
Core
Help clients identify financial needs and implement investment and insurance solutions while achieving sales and revenue objectives.
Role type
Associate Financial Advisor (Sales & Advisory)
Builds
Investment and insurance products for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, regulatory compliance, financial analysis, risk evaluation, business development
Preferred skills
Master's degree in Finance/Economics, Microsoft Office proficiency
Technologies
Microsoft Office
Responsibilities
Conduct client appointments to recommend investment and insurance solutions; manage and grow assigned client portfolio; maintain compliance with FINRA and state regulations; collaborate with branch leadership to generate referrals; execute business development activities; maintain professional licenses and continuing education.
Seniority
Mid-level, hands-on IC