What are the responsibilities and job description for the Financial Career Advisor position at Northeast Financial Network?
About Us
Northeast Financial Network is a dynamic company that values its clients and strives to provide exceptional financial services.
We are committed to helping our clients achieve their financial goals through customized solutions and expert guidance.
As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community.
You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Key Responsibilities:
- Working with clients to understand their goals, concerns, and current financial information.
- Analyzing information to create a strategy with appropriate products and services.
- Developing and maintaining a base of clients who value your input and guidance.
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
We Offer:
- Tools and technology to help you gather, manage, and service your clients efficiently.
- Development and training opportunities to support your educational needs.
- Mentorship and joint-work opportunities to help you grow professionally.
- A competitive benefits package including a defined benefit plan, 401(k) with match, health insurance, and more.
- Leadership and career development opportunities to help you advance in your career.
