Financial Advisor
Location: Boston, MA
Job Type: fulltime
Company: The Moody Street Group
Salary: $40000.0 - $120000.0 per year
Category: Financial Services
Job Description Apply Now
The Financial Advisor role at The Moody Street Group, LLC, an agency of OneAmerica Financial, is a rewarding opportunity for individuals passionate about helping clients achieve their financial goals. As a Financial Advisor, you will work with a diverse range of clients, including individuals, business owners, professionals, and families. The Moody Street Group, LLC is committed to providing comprehensive financial planning, wealth management, and investment services designed to help clients create, accumulate, and conserve wealth for their future. This full-time Financial Advisor position offers a dynamic work environment where you will play a crucial part in guiding clients through important financial decisions, ensuring their long-term financial security and success.
Working at The Moody Street Group, LLC provides you with the unique advantage of being part of a well-established agency with a strong reputation in the financial services industry. The organization values integrity, professionalism, and a client-focused approach. As a Financial Advisor, you will benefit from a supportive marketing team that streamlines administrative tasks, allowing you to focus on building relationships and serving your clients effectively. Comprehensive training and ongoing professional development are core components of this role, ensuring you are well-equipped to offer informed recommendations and high-quality service. This is an excellent opportunity for motivated individuals with backgrounds in business, finance, marketing, economics, accounting, law, or communications who are seeking a professional sales career with significant growth potential.
The Moody Street Group, LLC also emphasizes collaboration and mentorship. As a new Financial Advisor, you will have access to experienced career associates who provide technical sales support and guidance. The organization fosters a culture of continuous learning and advancement, offering resources such as tuition reimbursement for professional designations and opportunities to attend industry conferences at premier locations. If you are a driven professional with a passion for helping others achieve financial success, this Financial Advisor position is an ideal next step in your career. Take the next step to join a respected financial services team and apply online today by clicking the application button.
Financial Advisor - Summary- Serve as a trusted advisor to clients, providing comprehensive financial planning and wealth management solutions.
- Utilize a values-based, consultative approach to understand and address each client's unique financial needs.
- Work with a diverse clientele, including individuals, families, business owners, and professionals.
- Benefit from structured training, ongoing development, and strong back-office support.
- Be part of a reputable agency affiliated with OneAmerica Financial.
- Meet with clients to assess their financial goals and develop tailored strategies for wealth creation and preservation.
- Recommend financial products and services, including insurance, investment, and retirement solutions.
- Build and maintain long-term relationships with clients through regular communication and superior service.
- Leverage company-provided marketing resources and technical sales support to enhance client interactions.
- Participate in comprehensive and sophisticated training programs to stay current with industry trends and best practices.
- Maintain compliance with industry regulations and ethical standards.
- Collaborate with other financial professionals within the agency to ensure optimal client outcomes.
- Utilize referrals and introductions to expand your client base and grow your practice.
- Competitive compensation structure aligned with performance and results.
- Group benefits package for eligible employees.
- Pension plan to support long-term financial security.
- Tuition reimbursement for professional designations and continuing education.
- Opportunities to attend industry conferences at worldwide locations.
- Bachelor's degree or higher in business, finance, accounting, marketing, economics, law, communications, or a related discipline.
- Strong motivation and commitment to succeed in a professional sales environment.
- Excellent interpersonal, communication, and presentation skills.
- Ability to build trust and rapport with clients from diverse backgrounds.
- Proficiency in financial analysis and problem-solving.
- Ethical, client-focused, and committed to upholding industry standards.
- Self-driven and goal-oriented with a passion for financial services.
- Able to work effectively both independently and as part of a collaborative team.
- Adept at managing multiple client relationships and adapting to changing needs.
- Eager to learn and continuously improve through professional development opportunities.
- Demonstrates integrity, professionalism, and a strong desire to help clients succeed.
- The Moody Street Group, LLC is committed to fostering a diverse and inclusive workplace that values different perspectives and backgrounds.
- Career advancement opportunities are available for high-performing Financial Advisors.
- Enjoy working in an established agency with a supportive culture and strong industry reputation.
- The company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, disability, or any other protected status.
If you are ready to take your career to the next level as a Financial Advisor, apply now by clicking the job application button. Join The Moody Street Group, LLC and make a meaningful impact on the financial futures of your clients.