The Bulfinch Group is a growing organization that offers a unique approach to financial services. They are seeking Financial Advisors who are self-motivated and passionate about helping clients achieve their financial goals while providing them with access to various financial products and services.
Responsibilities
- Working with clients to understand their goals, concerns, and current financial information
- Analyzing information to create a plan with appropriate financial strategies, products, and services
- Developing and maintaining a base of clients who value your input and guidance
- Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years
- Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts
- Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche
- Learning industry-leading sales skills and practices as well as improving and developing existing sales skills
Skills
- Must be a US citizen or permanent resident
- 4-year college degree
- Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)
Benefits
- Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
- Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader’s Club, Chairman’s Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business
- Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
- Strategic Mentorship : Engage in mentorship programs designed for senior-level advisors.
- Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Company Overview
The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts. It was founded in 1994, and is headquartered in Needham, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://bulfinchgroup.com.
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