Financial Advisor - Sunderland, MA
About The Position
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!
Requirements
- 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
Nice To Haves
- College degree preferred
- P&C insurance license (Property & Casualty) is a plus!
- Series 65 or 66 license
Responsibilities
- 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
Benefits
- $60,000 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
