Financial Advisor (Hybrid)

Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC is seeking a committed Financial Advisor to join our team in Westford, MA 01886. This full-time, flexible position offers the opportunity to provide personalized financial planning and wealth management services to clients, both in person and remotely.

CarrThaxton Financial Group, LLC believes that a person's own family is their most valuable asset. Our founder, Scott Thaxton, transitioned from a legal career to financial advising to improve the quality of family life through tailored planning and asset management. We prioritize building authentic relationships with our clients. Loved ones are involved in financial discussions to ensure shared understanding and responsible stewardship across generations.

As a Financial Advisor at CarrThaxton Financial Group, LLC, you will work with self-made individuals seeking to secure a bright future for their descendants. Your responsibilities will include offering sound advice and education, coordinating various aspects of their financial situation, and enabling them to focus on their primary concern - their family.

Job Expectations:

You will be responsible for providing financial planning and advice along with investment management recommendations to serve the needs of our clients. You will assess the client’s financial objectives and guide the client in achieving their financial goals. You will proactively manage and build on an existing group of clients by collecting and analyzing their risk tolerance, long- and short-term goals, income needs, assets, investments, and debts.

You will advise clients on:

1. Retirement planning using eMoney software

2. The advantages and disadvantages of different investments. It is important to be able to develop referral resources among existing customers as well as build up new client relationships

3. Insurance Needs and Long Term Care Planning

4. Ensuring that clients meet with an estate planning attorney and execute estate planning documents

5. Identify cross-sell opportunities through proper client profiling and needs-based selling

You will be required to:

1. Understand and comply with all aspects of our policies and practices, including laws and regulations governing the duties and responsibilities of financial sales

2. Maintain necessary licenses and registrations as required and complete all mandatory regulatory training on time

3. Maintain superior client service to expand customer relationships

4. Exceed customer expectations in courtesy and professionalism

Company Information:

The genuine relationships we cultivate with our clients at CarrThaxton Financial Group, LLC allow us to invest and diversify capital in a manner that promotes responsible stewardship across multiple generations. Our clients are self-made and seek to provide a prosperous future for their descendants. The advice and education we provide will also involve loved ones in discussions, ensuring a shared understanding of your wealth goals and the role of each family member in upholding family values and beliefs. With everyone focused on the bigger picture, CarrThaxton coordinates the various elements of your financial situation so you can concentrate on your primary focus - your family.

Education and Training requirements:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license

· Strong sales, marketing, and business development skills

· 2 years of experience as a producing advisor

· Bachelor’s degree preferred

If you are a Financial Advisor with a passion for assisting families in achieving financial independence, we encourage you to apply for the position at CarrThaxton Financial Group, LLC. Join us in making a positive impact on the lives of our clients and their loved ones.

Benefits:

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Flexible Schedule
• Vacation Leave
• Sick Leave
• Holiday Pay
• Paid Time Off
• Long-Term Disability
• Short-Term Disability

Salary Range: $65,000.00 - $75,000.00 plus Bonuses