Financial Advisor
Location: Newton, MA
Job Type: fulltime
Company: The Moody Street Group
Salary: $55000.0 - $95000.0 per year
Category: Financial Services
Job Description Apply Now
Financial Advisor – The Moody Street Group, LLC, OneAmerica Financial
The Moody Street Group, LLC, a general agency of OneAmerica Financial, is dedicated to delivering comprehensive financial strategies and solutions to individuals, families, and business owners. Our mission is to help clients achieve financial security, manage risk, and establish long-term planning tailored to their unique goals. As a Financial Advisor, you will play a vital role in supporting these objectives through relationship-building, customized financial strategies, and exceptional client service.
In the Financial Advisor role, you will be at the forefront of client engagement, working closely with individuals to evaluate their financial objectives and develop solutions that address their evolving needs. This opportunity offers a path for individuals interested in growing their careers within the financial services sector, providing extensive training, ongoing support, and the chance to make a meaningful impact in the lives of clients.
Role Overview
As a Financial Advisor, you will be responsible for building strong relationships with clients, understanding their financial goals, and recommending appropriate strategies to help them achieve long-term stability. You will participate in client meetings, assess financial profiles, and present a range of financial products. Your continued service and support will ensure that client plans remain relevant and effective as their circumstances and market conditions evolve. Professional development and adherence to industry regulations are integral parts of this role, as you’ll receive regular training and guidance to ensure ongoing compliance and skill enhancement.
Collaboration and Support
The Financial Advisor role at The Moody Street Group, LLC, offers a collaborative environment where you’ll be supported by a team of experienced professionals. New advisors enter a structured training program that covers product knowledge, sales skills, and industry best practices, ensuring you are well-equipped to serve clients with confidence. Ongoing mentorship and technical support are available to help you grow and achieve your professional goals. This supportive culture ensures that you have access to the resources needed for both personal and career development.
Working at The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides the unique advantage of being part of a respected organization with a long-standing commitment to serving diverse clients. The agency’s emphasis on long-term relationships and professional development fosters an environment where advisors can thrive and make a difference. If you are passionate about financial planning, enjoy helping others, and are ready to invest in your success, consider joining this dynamic team as a Financial Advisor.
Financial Advisor – Summary- Client-facing advisory role focused on financial planning and long-term relationship management
- Backed by The Moody Street Group, LLC, a general agency of OneAmerica Financial
- Emphasis on professional development and ongoing training
- Opportunities to serve individuals, families, and business owners
- Develop and maintain lasting relationships with new and existing clients
- Conduct comprehensive client meetings to evaluate financial objectives and needs
- Present tailored financial products and planning strategies based on client goals
- Deliver ongoing service, support, and account management to clients
- Participate in structured training and professional development activities
- Ensure compliance with licensing and regulatory requirements
- Commission-based compensation structure—performance-driven earnings potential
- Typical annual earnings range between $55,000 and $95,000, depending on production and licensing
- Eligibility for group benefits, pension, tuition reimbursement for professional designations, and conference opportunities
- Access to ongoing technical and professional support
- Bachelor’s degree preferred in business, finance, marketing, communications, or related field
- Excellent interpersonal and communication skills
- Professional demeanor with a strong client-focused approach
- Self-motivated, able to work independently and as part of a team
- Keen interest in financial services and relationship-based sales
- Ability to obtain required state licensing if not already licensed
- Driven and organized individual seeking a long-term career in financial advisory services
- Natural relationship builder with a passion for helping clients achieve their financial goals
- Adaptable, eager learner who welcomes professional development
- Proactive and ethical, with a commitment to compliance and best practices
- The Moody Street Group, LLC, a general agency of OneAmerica Financial, is committed to serving a diverse client base with integrity and professionalism
- Professional growth is supported through structured training, ongoing education, and mentorship
- Opportunities to make a meaningful impact in clients’ lives through financial planning
- One brief note: Working in Newton, Massachusetts, offers access to a vibrant financial services community and a diverse client population
If you are ready to advance your career as a Financial Advisor, click the job application button to apply and take the next step toward a rewarding future in financial services.