Financial Advisor Sunderland, MA

Sunderland, MA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position: Financial Advisor

Firm: Dale A Frank Financial Group

Location: Sunderland MA

Overview:

At Dale A Frank Financial Group putting client needs first is deeply rooted in our culture and at the core of everything we do. We are seeking a strong detail-oriented Financial Advisor to join our team in Sunderland MA. In this important role you will assist with a variety of industry-specific tasks ensuring that each day-to-day client interaction runs smoothly and efficiently. As a Fiduciary you will consistently act in the best interests of our clients upholding our commitment to service excellence and integrity. If you are passionate about delivering exceptional financial guidance while maintaining high ethical standards we invite you to be part of our client-focused team!

What youll do:

Prepare present and implement customized financial plans
Assist clients with annuities life long-term care and managed money
Provide financial planning advice to include investment insurance and retirement
Develop manage and retain strong client relationships
Provide ongoing support and respond to client inquiries
Regularly review and update financial plans to reflect changing circumstances
Maintain compliance with laws regulations and company policies
Identify potential clients and business opportunities through networking and referrals
Accurately complete paperwork and documentation

What Were Looking For:

2 years of financial services experience with an emphasis on sales
Life and Health license required
Strong understanding of financial concepts including portfolio management cash flow analysis and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Ability to communicate complex financial information clearly to clients and team members
Demonstrated confidence and skill in public speaking

Bonus Points:

College degree preferred
P&C insurance license (Property & Casualty) is a plus!
Series 65 or 66 license

What Youll Get:

Pay & Perks:

$60000 minimum base salary commission
Subsidized health insurance
Simplified Employee Pension (SEP) plan with 4% of salary base as employer contribution after 12 months of employment
100% company-paid licensing class materials and exam fees to help advance your career
Continuing education paid up to $350/year
Annual firm paid trip

Schedule:

In office: Monday Friday 9am 5pm
Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Position: Financial AdvisorFirm: Dale A Frank Financial GroupLocation: Sunderland MAOverview: At Dale A Frank Financial Group putting client needs first is deeply rooted in our culture and at the core of everything we do. We are seeking a strong detail-oriented Financial Advisor to join our team in ...