New England Financial Advisors (NEFA)
Financial Advisor/Wealth Manager - Providence
New England Financial Advisors (NEFA), Providence, Rhode Island, us, 02912
Overview
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New England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. Youdon’tneed prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the supportyou’llneed to be better than your best.
Being a New England financial advisor requires a contemporary way of thinking and doing. At NEFA,we’vecompletely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
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Responsibilities
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
What makes NEFA different NEFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the working class with a sole focus of providing comprehensive financial planning and wealth management services to help our clients realize their dreams.
What this position includes
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
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Get AI-powered advice on this job and more exclusive features.
New England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. Youdon’tneed prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the supportyou’llneed to be better than your best.
Being a New England financial advisor requires a contemporary way of thinking and doing. At NEFA,we’vecompletely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
Referrals increase your chances of interviewing at New England Financial Advisors (NEFA) by 2x
Get notified about new Financial Advisor jobs in
Providence, RI .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Responsibilities
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
What makes NEFA different NEFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the working class with a sole focus of providing comprehensive financial planning and wealth management services to help our clients realize their dreams.
What this position includes
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
#J-18808-Ljbffr