Experienced Financial Advisor

Published: 6/14/2022

Job Description

New York Life – Team Andrade | Bridgewater, Massachusetts

At Team Andrade, we're passionate about empowering financial professionals to expand their potential and build meaningful careers. As an experienced Financial Advisor, you'll have the opportunity to leverage your expertise in financial services, insurance, investments, wealth management, or financial planning. You'll work closely with individuals, families, and business owners, guiding them towards achieving their financial goals with personalized strategies. Our supportive environment, equipped with training, mentorship, and resources, will help you grow your practice while making a lasting impact on clients' lives.

We're searching for driven and relationship-focused individuals ready to take their careers to the next level. Your role will involve nurturing long-term client relationships through referrals, networking, and new business development. By joining us, you'll be part of a team that values integrity and work ethic, providing you with the tools and support needed to succeed. No prior experience in financial services is required if you have the drive and dedication to help others achieve their financial aspirations. Let's work together to build a brighter future for you and your clients.

Compensation:

$110,000 - $180,000

Responsibilities:

Develop and maintain long-term relationships with individuals, families, and business owners
Assess clients’ financial goals, priorities, risk considerations, and evolving needs
Develop and present financial strategies and solutions appropriate to each client's circumstances
Grow a client base through referrals, networking, centers of influence, and other business-development activities
Conduct ongoing client reviews and identify opportunities to address changing financial needs
Maintain a high standard of client service, professionalism, and follow-through
Stay current on financial products, industry developments, regulatory requirements, and planning strategies
Maintain accurate client records and adhere to applicable compliance and regulatory standards
Collaborate with other financial professionals and specialists when appropriate to address more complex client needs
Participate in ongoing professional development, coaching, and advanced training opportunities

Qualifications:

Experience in financial services, insurance, investments, wealth management, or financial planning.
Ability to develop and maintain long-term relationships with clients, focusing on their unique financial goals and needs.
Proven track record of growing a client base through referrals, networking, and business-development activities.
Strong understanding of financial products, industry developments, and regulatory requirements.
Ability to conduct thorough assessments of clients' financial goals, priorities, and risk considerations.
Commitment to maintaining a high standard of client service, professionalism, and follow-through.
Experience in collaborating with other financial professionals to address complex client needs is a plus, but not required if you're eager to learn and grow in this area.

About Company

At Team Andrade, we’re focused on developing motivated, relationship-driven professionals who want to build meaningful careers in financial services. We provide the training, mentorship, resources, and support to help our advisors grow their own practices while making a lasting impact on the individuals, families, and businesses they serve.

We’re looking for forward-thinking, coachable individuals who are strong communicators, enjoy building relationships, and are motivated to grow personally and professionally. Prior financial services experience isn’t required; we’re looking for people with the drive, integrity, and work ethic to build something of their own while helping others achieve their financial goals.