Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients manage their finances and grow your own client base.
- Company: Join Family Fiduciary Services, a supportive independent investment advisory firm.
- Benefits: Enjoy competitive salary, commission, and access to leads for business growth.
- Why this job: Be part of a collaborative team and make a real impact on clients' financial futures.
- Qualifications: Must have Series 65 or Series 7/63 and experience with retirement plans.
- Other info: This is an on-site, entry-level position in finance and sales.
The predicted salary is between 43200 - 72000 £ per year.
3 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Family Fiduciary Services, Inc., an independent Registered Investment Advisor (RIA), is seeking a licensed Financial Advisor who is entrepreneurial and driven.We support advisors with leads and established prospecting channels and offer a collaborative environment.
Key Responsibilities:
- Grow your own book of long-term clients, including both 401(k) plans and individual wealth management clients
- Lead client meetings and provide financial planning and investment guidance
- Assist in onboarding retirement plan clients and delivering participant education sessions
- Manage client relationships and provide ongoing service
- Collaborate with the team on marketing initiatives and lead follow-up
Requirements:
- Active Series 65, or Series 7/63 with willingness to obtain Series 65
- Experience working with or advising on qualified retirement plans (401(k), SIMPLE, SEP, etc.)
- Demonstrated ability to prospect and grow client relationships
- Strong communication, organizational, and client service skills
- (Preferred) Experience as a producing advisor or in a client-facing financial planning role
- This is an on-site position
What We Offer:
- Access to leads and ongoing business development support
- Competitive base salary plus commission
- Established operational, compliance, and marketing infrastructure
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
Referrals increase your chances of interviewing at Family Fiduciary Services, Inc. by 2x
Get notified about new Financial Advisor jobs in Greater Boston.
Middleboro, MA $80,000.00-$100,000.00 6 days ago
Warwick, RI $50,000.00-$75,000.00 1 week ago
Bourne, MA $90,000.00-$140,000.00 5 days ago
Boston, MA $140,000.00-$180,000.00 2 weeks ago
Greater Boston $50,000.00-$100,000.00 3 days ago
Boston, MA $100,000.00-$250,000.00 4 days ago
Braintree, MA $60,000.00-$150,000.00 2 weeks ago
Financial Representative – 2025 College Graduates!
Tewksbury, MA $200,000.00-$240,000.00 1 week ago
Wakefield, MA $60,000.00-$80,000.00 3 days ago
Providence, RI $80,000.00-$100,000.00 1 week ago
Boston, MA $50,000.00-$300,000.00 2 weeks ago
New Bedford, MA $50,000.00-$250,000.00 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Advisor employer: Family Fiduciary Services, Inc.
Contact Detail:
Family Fiduciary Services, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory space. Attend local finance-related events or join online forums to connect with others in the industry. This can help you gain insights and potentially get referrals for the position.
✨Tip Number 2
Familiarise yourself with the specific services offered by Family Fiduciary Services, Inc. Understanding their approach to client relationships and investment strategies will allow you to tailor your conversations during interviews and demonstrate your genuine interest in their work.
✨Tip Number 3
Prepare to discuss your experience with retirement plans and client management in detail. Be ready to share specific examples of how you've successfully grown client relationships or managed portfolios, as this will showcase your suitability for the role.
✨Tip Number 4
Highlight your entrepreneurial spirit during discussions. Since the role requires a driven individual, share any past experiences where you've taken initiative or led projects, as this will resonate well with the company's values and expectations.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with retirement plans. Emphasise any client-facing roles and your ability to grow client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and drive. Mention how your skills align with the responsibilities listed in the job description, such as leading client meetings and providing financial guidance.
Highlight Relevant Qualifications: Clearly state your active Series 65 or Series 7/63 license and your willingness to obtain the Series 65 if necessary. This is crucial for demonstrating your eligibility for the role.
Showcase Communication Skills: In your application, provide examples of your strong communication and organisational skills. This could be through past experiences where you successfully managed client relationships or led educational sessions.
How to prepare for a job interview at Family Fiduciary Services, Inc.
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Familiarise yourself with 401(k) plans, SIMPLE, and SEP options, as well as investment strategies. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication and organisational skills, as these are crucial for a Financial Advisor role. Be ready to discuss how you handle client meetings and provide ongoing service.
✨Demonstrate Your Entrepreneurial Spirit
Since the company is looking for someone entrepreneurial and driven, come prepared to discuss your approach to prospecting and growing a client base. Share any innovative ideas you have for attracting new clients and how you plan to leverage the leads provided by the firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, support systems, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Inquire about their marketing initiatives and how you can contribute to them.
