Financial Advisor - Hybrid (Danvers, MA)

OneDigital•Danvers, MA

1d•$80,000 - $90,000•Hybrid

About The Position

At OneDigital, we are on a mission to help people do their best work and live their best lives. We are looking for a Financial Advisor to drive business results by developing and maintaining client relationships, understanding client needs, and delivering an exceptional client experience. The Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, exhibiting technical knowledge in financial management and retirement. This role also involves supporting business development efforts, including events, campaigns, prospect meetings, and proposals. We are committed to a people-first culture that is wired for growth, driven to serve, and committed to supporting our employees. We believe that greatness comes in all shapes, sizes, colors, and experience levels, and we celebrate diversity, equity, and inclusion.

Requirements

Strong analytical, communication, and interpersonal skills.
Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Self-motivated with a commitment to excellence and a high level of integrity.
Bachelor’s Degree required.
Experience working with high-net-worth individuals and families.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Nice To Haves

MBA, JD, or other advanced degree preferred.

Responsibilities

Drive business results by developing, managing, and expanding client relationships through referrals and new business development activities.
Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
Advise clients on all aspects of wealth management, including asset allocation, financial management, and wealth planning.
Serve as a resource for clients with complex wealth management needs and financial planning solutions.
Exhibit technical knowledge and competency in financial management and retirement, and conduct retirement plan participant education meetings.
Meet with individual participants and build relationships with participants and key employees.
Explain the value proposition of wealth management services to retirement plan participants.
Qualify potential business leads and close qualified business.
Develop leads through working with existing plan clients, educational efforts, networking, and client referrals.
Convert leads to wealth management clients.
Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
Work closely with the Portfolio Management Team to understand the financial philosophy and ensure clients are provided with the best financial solutions.
Meet with clients regularly to ensure financials align with their goals, risk tolerance, and personal situation.
Work in conjunction with the service team on day-to-day service, including financial review meetings and financial planning.
Support business development efforts of the Vice President, which may include events, campaigns, prospect meetings, and proposals.
Assist the retirement plan group with putting together financial scorecard meeting materials and other due diligence efforts.