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- Tasks: Join our team as a Financial Planner, shaping futures and making community impacts.
- Company: We're a growing financial planning firm in Massachusetts, focused on innovative solutions.
- Benefits: Enjoy flexible schedules, health insurance, retirement bonuses, and corporate parties.
- Why this job: Make a difference while advancing your career in a supportive, tech-driven environment.
- Qualifications: Series 7, Series 66, Life/Health Insurance License, and a preferred 4-year degree.
- Other info: Access free leads and enjoy various work arrangements—office, remote, or hybrid.
The predicted salary is between 28800 - 48000 £ per year.
Benefits:
- Retirement Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join Our Growing Team in Massachusetts! Regional Director Andrew Grande and Managing Director Rich Marooney, along with their dedicated team, are excited to expand their established offices across New England and beyond! We are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community.
Our Mission and Vision: We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients.
Our Differentiators:
- Open Architecture System: No proprietary or product requirements.
- Advanced Technology: Advisors benefit from cutting-edge software and tools.
- Growth Opportunities: Buy books of business, build assets, or create a practice to sell.
- Leadership and Management Potential: Earn additional bonuses by leading and developing teams.
- FREE Leads: Access to 23+ high-quality lead programs at NO cost to you.
- Business Development Services: Back-office and administrative support.
- Flexible Work Options: Choose from office, remote, or hybrid work arrangements.
- Community Support: We are deeply committed to giving back to our community and supporting local causes.
Licensing and Education Requirements:
- Series 7
- Series 66
- Life/Health Insurance License
- 4-year college degree (preferred)
Position Benefits and Compensation:
- 401(k) with matching contributions
- Cash Balance Pension Plan
- Pension enhancement for top financial professionals
- Private office expense support
- Competitive compensation and bonuses
- Medical, dental, vision benefits & healthcare reimbursement account
Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining us today!
Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. Flexible work from home options available.
Contact Detail:
New England Financial - Prudential Advisors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner with Robust Support
✨Tip Number 1
Network with current financial planners in the industry, especially those who work with high-net-worth clients. Attend local finance-related events or webinars to connect with professionals and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the advanced technology and tools mentioned in the job description. Being knowledgeable about cutting-edge software can set you apart during discussions with the hiring team.
✨Tip Number 3
Highlight your community involvement and commitment to giving back during interviews. This aligns with the company's mission and shows that you share their values.
✨Tip Number 4
Prepare to discuss your leadership experience and how you can contribute to team development. The role offers opportunities for advancement, so showcasing your potential to lead will be beneficial.
We think you need these skills to ace Financial Planner with Robust Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Emphasise any achievements that demonstrate your ability to help clients achieve financial security, as this aligns with the company's mission.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company’s vision. Mention specific aspects of their mission that resonate with you and how your skills can contribute to their goals.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Series 7 and Series 66 licenses, and any other relevant certifications. This will show that you meet the licensing requirements and are prepared for the role.
Showcase Community Involvement: Since the company values community support, include any volunteer work or community service you’ve been involved in. This demonstrates your commitment to making a positive impact, which is important to them.
How to prepare for a job interview at New England Financial - Prudential Advisors
✨Understand the Company’s Mission
Before your interview, take some time to research the company's mission and vision. Understanding how they help advisors build a healthy advisory practice will allow you to align your answers with their goals and demonstrate your commitment to their values.
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Planner. Highlight specific achievements and how they relate to the role you're applying for. Use examples that showcase your ability to attract high-net-worth clients and your familiarity with advanced technology in financial planning.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the support systems in place for Financial Planners, such as the free leads and business development services mentioned in the job description. This shows your interest in the role and helps you assess if it’s the right fit for you.
✨Demonstrate Community Commitment
Since the company is deeply committed to community support, be ready to discuss any past involvement you have had in community service or local causes. This will resonate well with the interviewers and show that you share their values.
