Rise North Capital
Finance Associate (Braintree)
Rise North Capital, Braintree, Massachusetts, United States, 02185
Full-time,
hybrid
schedule - offices in Braintree, MA & Holyoke, Western MA
We are looking for
motivated people,
both new to the professional workforce and career changers with a track record of success, to join our growing team.
In your role as a Financial Representative, we will help you build your
career in delivering financial advice and guidance to individuals, families, and businesses.Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
We will provide you with the tools and teach you the skill sets you needto succeed
in building and maintaining client relationships, as well as the leadership to make this a career for life.
Responsibilities: Attend virtual and in-person training to enhance financial expertise. Collaborate with coaches and other team members on client cases. Develop client relationships and provide tailored financial strategies. Offer solutions in insurance, asset accumulation, and retirement planning. Utilize marketing tools and resources to grow your client base. Ensure compliance with financial industry standards and licensing requirements.
Qualifications : Driven Coachable Competitive Resilient Strong Work Ethic Track Record of Leadership and Success People Orientated
Background in Finance or Financial Services is NOT REQUIRED.
We are committed to your success and will provide all of the following to help you develop: One-on-one strategic coaching Mentorship, peer group learning environment Virtual and in-person training Remote access to top resources and experts in the industry Marketing systems and capital Leadership advancement track Sponsorship for licenses and ongoing professional training
Additional Benefits: Flexible schedule Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI) Bonuses & Commissions Company-Sponsored Destination Trips Worldwide We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Please note:
must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered.
hybrid
schedule - offices in Braintree, MA & Holyoke, Western MA
We are looking for
motivated people,
both new to the professional workforce and career changers with a track record of success, to join our growing team.
In your role as a Financial Representative, we will help you build your
career in delivering financial advice and guidance to individuals, families, and businesses.Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
We will provide you with the tools and teach you the skill sets you needto succeed
in building and maintaining client relationships, as well as the leadership to make this a career for life.
Responsibilities: Attend virtual and in-person training to enhance financial expertise. Collaborate with coaches and other team members on client cases. Develop client relationships and provide tailored financial strategies. Offer solutions in insurance, asset accumulation, and retirement planning. Utilize marketing tools and resources to grow your client base. Ensure compliance with financial industry standards and licensing requirements.
Qualifications : Driven Coachable Competitive Resilient Strong Work Ethic Track Record of Leadership and Success People Orientated
Background in Finance or Financial Services is NOT REQUIRED.
We are committed to your success and will provide all of the following to help you develop: One-on-one strategic coaching Mentorship, peer group learning environment Virtual and in-person training Remote access to top resources and experts in the industry Marketing systems and capital Leadership advancement track Sponsorship for licenses and ongoing professional training
Additional Benefits: Flexible schedule Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI) Bonuses & Commissions Company-Sponsored Destination Trips Worldwide We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Please note:
must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered.