Overview
The Bulfinch Group offers a pathway to a comprehensive career in financial services. We are expanding our team with Financial Advisors who value community, are eager to help others, and have a track record of leadership and success. If you’re self-motivated, enthusiastic, and want to grow professionally on your own terms, this role lets you set your own pace, earn compensation that reflects your effort, and maintain a healthy work-life balance. Our approach centers on long-term results through technology, exceptional relationship management, and tailored strategies for individuals and businesses. You’ll have the chance to put clients first, while building the practice you want, with the support and resources you need to succeed, within a culture that emphasizes autonomy and meaningful impact.
What you will do
- Assist individuals and businesses in your community by providing access to financial products and services that protect assets, clarify their financial picture, and build future wealth.
- Collaborate with clients to understand goals, concerns, and current financial information, and develop tailored plans.
- Establish and maintain a client base that values your guidance and expertise over time.
- Keep financial plans current and aligned with evolving goals while fostering lasting client relationships.
- Participate in ongoing training and education to expand knowledge of financial products and adapt to changing market conditions.
- Grow your practice through effective prospecting, warm introductions or referrals, and cultivating new client relationships within a targeted market niche; continuously enhance sales skills.
Candidate profile
- Entrepreneurial Spirit: A self-motivated, confident individual with a strong work ethic and a drive for career growth, seeking autonomy within a dynamic organization.
- Track Record of Success: Demonstrated history of taking on challenging work across careers, communities, schools, or sports, consistently going the extra mile.
- Meaningful Work: Ethical, trustworthy, and dedicated to helping others reach their financial goals.
- Strong Connectors: Keen to expand their network by nurturing long-term relationships and not afraid to seek introductions.
Training and development
At The Bulfinch Group, delivering world-class service starts with investing in your success. We hire talented individuals from diverse backgrounds who possess the drive to excel as Financial Advisors. Through unmatched support and training, you will gain:
- Development and training—local, virtual, and national—to help you build your practice with us
- Marketing tools and resources to support your growth
What we offer
Join a culture that values your independence while providing the resources needed to thrive, including flexible career pacing and the potential for earnings that reflect your efforts. We emphasize work-life balance and provide a clear path for professional development within a supportive framework.
Location
Hybrid remote in Needham, MA 02494.