1 Financial Advisor Job in Dorchester, MA
Wellness Health Careers is Hiring a Financial Advisor Near Dorchester, MA
Salary: $60K - $65K.
Location: Worcester, MA.
Responsibilities:
- Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
- Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.
- Profiles customers and deliver recommendations to ensure these needs are met.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
- Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.
- Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
- Series 6, series 65, 63
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.
- Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Completes other related duties as assigned.
- Provide an advice-based approach to financial solutions for an assigned book of business.
- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Founded in 2017, our team offers recruitment solutions along with a successful reputation recruiting within the fields of Healthcare, IT, Executive Management, Finance and more while specializing in mental and behavioral health. Offering permanent placement services, we work to create a mutually beneficial relationship understanding that the success of your hiring needs is with our team understanding staffing shortages, funding gaps, company culture, and the best skill fit for your organization. We work hard to be recognized as the most trusted, innovative, and reliable team when assisting you with your staffing needs.Other services we offer: Candidate Satisfaction Surveys, Referral Bonus Programs, Customer Internship Programs knowledge, Quarterly Recruitment Round Table Discussions, Recruitment training sessions with HR teams when requested, Offer Quarterly HR meetings with our customers, and we maintain a steady stream of candidates for pipeline use with future job requisitions.
Job Summary
Full Time
$77k-96k (estimate)
06/23/2024
08/21/2024
The job skills required for Financial Advisor include Brokerage, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
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