OneDigital
Financial Advisor - Hybrid (Danvers, MA)
RIA-Danvers, MA
Sponsorship not specified$80k-$90kDetected 21 days ago
Business DevelopmentRecruitingCommunication
About the role
- Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you?
- A career that's making a bigger impact on the world?
- We understand that pursuing a new job is a big deal.
Responsibilities
- Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
- Earn clients' trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Support business development efforts of the Vice President which may include events, campaigns, prospect meetings and proposals
- The Financial Advisor drives business results by developing and maintaining client relationships, understanding client needs and delivering an exceptional client experience.
- In addition, the Financial Advisor will support business development efforts including events, campaigns, prospect meetings, and proposals.
Requirements
- Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
- Experience working with high-net-worth individuals and families
- Bachelor's Degree required; MBA, JD, or other advanced degree preferred
Nice to have
- Bachelor's Degree required
- MBA, JD, or other advanced degree preferred
Compensation
- Develop leads through working with existing plan clients, educational efforts, networking and client referrals. Convert leads to wealth management clients. Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
Benefits
- We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
Equal opportunity
- equal opportunity employer.
- A copy of the Federal EEO poster is linked here.
Visa & Work Authorization
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.