Dale A. Frank Financial Group · 5 hours ago
Financial Advisor
Sunderland, MA
Full-time
Onsite
Entry, Mid Level
2+ years expDale A. Frank Financial Group is seeking a strong, detail-oriented Financial Advisor to join their team. In this role, you will assist with a variety of industry-specific tasks, ensuring smooth day-to-day client interactions while acting in the best interests of clients as a fiduciary.
FinanceFinancial ServicesRetirement
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Provide ongoing support and respond to client inquiries
Regularly review and update financial plans to reflect changing circumstances
Maintain compliance with laws, regulations, and company policies
Identify potential clients and business opportunities through networking and referrals
Accurately complete paperwork and documentation
Qualification
Required
2+ years of financial services experience with an emphasis on sales
Life and Health license required
Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Ability to communicate complex financial information clearly to clients and team members
Demonstrated confidence and skill in public speaking
Preferred
College degree preferred
P&C insurance license (Property & Casualty) is a plus!
Series 65 or 66 license
Benefits
Subsidized health insurance
Simplified Employee Pension (SEP) plan with 4% of salary base as employer contribution after 12 months of employment
100% company-paid licensing class materials and exam fees to help advance your career
Continuing education paid up to $350/year
Annual firm paid trip
Company
Dale A. Frank Financial Group
Dale A. Frank Financial Services The preservation of your assets – whether they are stocks, bonds, or tangible goods – is our primary concern.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase