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 role of Financial Advisor is an excellent opportunity for individuals seeking a rewarding career in financial services. As a Financial Advisor, you will work with a broad spectrum of clients, including individuals, business owners, professionals, and families, to help them achieve their unique financial goals. This position at The Moody Street Group, LLC, a general agency associated with OneAmerica Financial, offers a dynamic environment where you can build lasting relationships, provide valuable guidance, and make a significant impact on your clients’ financial well-being.
Financial Advisors are entrusted with the responsibility of assisting clients in creating, accumulating, and conserving wealth. The role requires a thorough understanding of financial products and services, and the ability to communicate complex financial strategies in a way that is accessible and actionable. As a Financial Advisor, you will utilize a values-based approach to relationship building, predominantly marketing through introductions and referrals. This client-centric approach is supported by a dedicated marketing staff that handles back-office functions, allowing you to focus on personalized client service and strategic financial planning.
The Moody Street Group, LLC provides a comprehensive training program for new Financial Advisors. This program ensures that you are equipped with the latest industry knowledge and technical skills needed for success. You will also benefit from technical sales support and mentorship from seasoned professionals who are recognized leaders in the financial industry. The collaborative and supportive culture at The Moody Street Group, LLC encourages continuous learning and professional growth.
As a Financial Advisor, you will be responsible for conducting in-depth financial needs analyses, developing tailored solutions, and recommending suitable financial products and strategies. This may include retirement planning, investment management, risk management, insurance solutions, and estate planning. The position requires active engagement with clients to identify their evolving needs and to provide ongoing support as their circumstances change.
To be successful as a Financial Advisor, you should possess an undergraduate or graduate degree in business, marketing, finance, accounting, economics, law, or communications. A strong motivation to succeed and a drive to deliver exceptional client service are essential attributes. Excellent communication, analytical, and interpersonal skills are critical for building trust and fostering long-term relationships with clients.
In addition to a competitive compensation structure, The Moody Street Group, LLC offers a comprehensive benefits package, including group benefits, pension options, tuition reimbursement for professional designations, and opportunities to attend industry conferences at worldwide locations. This commitment to supporting your professional development and well-being reflects the company’s mission to build a team of knowledgeable and dedicated Financial Advisors.
Working as a Financial Advisor with The Moody Street Group, LLC offers the chance to make a meaningful difference in clients’ lives while building a lasting and prosperous career. If you are ready to take the next step in your professional journey, we encourage you to apply by clicking the job application button today.
Financial Advisor - Summary- Client-focused financial professional role
- Opportunity to work with individuals, families, and business clients
- Comprehensive training and ongoing professional development
- Supportive team environment with marketing and technical support
- Conduct comprehensive financial needs assessments for clients
- Develop and present tailored financial strategies and solutions
- Provide guidance on investment, retirement, insurance, and estate planning
- Build and manage a portfolio of client relationships
- Collaborate with marketing and career associates for support
- Stay current with industry trends and regulatory changes
- Maintain the highest ethical standards and compliance with industry regulations
- Competitive compensation structure
- Comprehensive group benefits package
- Pension options
- Tuition reimbursement for professional designations
- Conference opportunities at worldwide locations
- Bachelor’s or graduate degree in business, marketing, finance, accounting, economics, law, or communications
- Strong motivation and drive for success
- Excellent communication and interpersonal abilities
- Analytical mindset and attention to detail
- Commitment to professional ethics and client confidentiality
- Highly motivated and goal-oriented
- Exceptional relationship-building skills
- Keen interest in financial planning and wealth management
- Adaptable and eager to learn in a fast-paced environment
- Dedicated to providing exceptional client service and support
- Excellent opportunity to develop a long-term career in financial services
- Supportive mentorship from industry leaders
- Access to advanced training and resources
- Positive mention: Enjoy working in a vibrant region with access to professional growth opportunities
The Moody Street Group, LLC is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.