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Gorra Financial Group

Financial Advisor

Gorra Financial Group, Boston

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2 weeks ago Be among the first 25 applicants

Gorra Financial Group provided pay range

This range is provided by Gorra Financial Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $350,000.00/yr

Direct message the job poster from Gorra Financial Group

Founder of Gorra Financial Group | Empowering Financial Professionals Personally & Professionally | Talent Acquisition

About the Company

Gorra Financial Group is looking for talented individuals who seek to make a difference in the lives of others by providing financial literacy. Our team is composed of entrepreneurial, success-driven individuals who pursue control of their career. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced. We offer a program that can generate income, plus commissions with high-income potential, a flexible work schedule, and a rewarding work-life balance. We provide you with the essential resources and tools needed to build your skills as a financial professional. This career can take off quickly, with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. We offer full benefits available including insurance, 401k with a match along with attractive rewards and recognition programs.

About the Role

Responsibilities include prospecting for clients as you build your practice through introduction-based activities, maintaining long-term, positive relationships with your clientele, providing education and solutions to clients, and capitalizing on the education and knowledge opportunities offered by our team.

Responsibilities

  • Prospecting for clients as you build your practice through introduction-based activities.
  • Maintaining long-term, positive relationships with your clientele.
  • Providing education and solutions to clients.
  • Capitalize on the education and knowledge opportunities offered by our team.

Qualifications

  • Bachelor's degree in business, finance, or related field.
  • 2-5 years of experience being a financial advisor/financial planner or IARs (Investment Advisory Representative) in the life and/or health field.
  • Must have current FINRA Series 65 or 66 and 7 Securities Registration (65 preferred - Independent Advisor Representative).
  • Life and health license.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Experience providing quality financial advice.
  • Analytical thinking skills and the ability to assess clients needs.
  • Excellent communication abilities, including writing, speaking and active listening.
  • Effective sales, presentation and customer service skills.

Required Skills

  • Strong interpersonal skills and a desire to be in a relationship-driven career.
  • Entrepreneurial spirit with a commitment to integrity.
  • College degree or military equivalent is preferred.
  • Sales or entrepreneurial experience preferred but not required.

Preferred Skills

  • Experience providing quality financial advice.
  • Analytical thinking skills and the ability to assess clients needs.
  • Excellent communication abilities, including writing, speaking and active listening.

Pay range and compensation package

  • A program for new professionals with rate considerations as you grow your commission-base.
  • Comprehensive rewards, trips, and recognition opportunities.
  • Full benefits package including insurance and retirement benefits.
  • Residual income, build equity as you will own your business.

Equal Opportunity Statement

Gorra Financial Group is committed to diversity and inclusivity.

Location

Rhode Island and Massachusetts

Seniority level
  • Seniority level
    Director
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance, Sales, and Marketing

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Inferred from the description for this job

Vision insurance

Medical insurance

401(k)

Tuition assistance

Disability insurance

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