Financial Advisor
The Bulfinch Group is a growing organization that provides financial services with a focus on long-term results and exceptional relationship management. As a Financial Advisor, you will work with individuals and businesses to provide access to financial products and services, helping them protect their assets and build wealth for the future.
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.
- 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